MWP
MMD

MYCIO Wealth Partners’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

MYCIO Wealth Partners’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
2014
Q3 		– Sell
-1,425
Closed -$25K – 641
2014
Q2 		$25K Hold
1,425
– – 0.01% 361
2014
Q1 		$24K Hold
1,425
– – 0.01% 359
2013
Q4 		$22K Hold
1,425
– – 0.01% 353
2013
Q3 		$23K Buy
+1,425
New +$23.3K 0.01% 318

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MYCIO Wealth Partners's MMD Position: Q3 2014 in Review

MYCIO Wealth Partners sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2014, closing a stake of 1,425 shares — an estimated $25K sold.

MYCIO Wealth Partners first reported a position in MMD in Q3 2013 and held it in 4 quarters. The position peaked at $25K in Q2 2014. 27 funds tracked by Wall St. Rank hold MMD as of Q3 2014.

  • MYCIO Wealth Partners reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,425 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2014, an estimated $25K.
  • MYCIO Wealth Partners first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2013 and held it in 4 quarters.
  • MYCIO Wealth Partners's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $25K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2014.

Based on MYCIO Wealth Partners's 13F filing for Q3 2014, filed 13 Nov 2014.