M
MMD

MOTCO’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

MOTCO’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-370
Closed -$8K – 656
2019
Q2 		$8K Buy
+370
New +$7.57K ﹤0.01% 637

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MOTCO's MMD Position: Q3 2019 in Review

MOTCO sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2019, closing a stake of 370 shares — an estimated $8K sold.

MOTCO first reported a position in MMD in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 42 funds tracked by Wall St. Rank hold MMD as of Q3 2019.

  • MOTCO reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • MOTCO sold 370 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2019, an estimated $8K.
  • MOTCO first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • MOTCO's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $8K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.