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Mount Yale Investment Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Mount Yale Investment Advisors’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
2025
Q4 		– Sell
-12,141
Closed -$184K – 777
2025
Q3 		$184K Buy
+12,141
New +$180K 0.01% 643

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Mount Yale Investment Advisors's MMD Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2025, closing a stake of 12,141 shares — an estimated $184K sold.

Mount Yale Investment Advisors first reported a position in MMD in Q3 2025 and held it in 1 quarter. The position peaked at $184K in Q3 2025. 76 funds tracked by Wall St. Rank hold MMD as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,141 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2025, an estimated $184K.
  • Mount Yale Investment Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $184K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.