NS
MMD icon

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

NBC Securities’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
Q2 		– Sell
-2,000
Closed -$30K – 2507
2025
Q1 		$30K Buy
2,000
+1,998
+99,900% +$30.5K ﹤0.01% 1329
2024
Q4 		$29 Sell
2
-1,998
-100% -$32.3K ﹤0.01% 1117
2024
Q3 		$33K Hold
2,000
– – ﹤0.01% 1313
2024
Q2 		$33K Hold
2,000
– – ﹤0.01% 1266
2024
Q1 		$32K Hold
2,000
– – ﹤0.01% 1278
2023
Q4 		$32K Buy
2,000
+1,000
+100% +$15.4K ﹤0.01% 1278
2023
Q3 		$15K Buy
+1,000
New +$16.6K ﹤0.01% 1571

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NBC Securities's MMD Position: Q2 2025 in Review

NBC Securities sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2025, closing a stake of 2,000 shares — an estimated $30K sold.

NBC Securities first reported a position in MMD in Q3 2023 and held it in 7 quarters. The position peaked at $33K in Q3 2024. 60 funds tracked by Wall St. Rank hold MMD as of Q2 2025.

  • NBC Securities reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • NBC Securities sold 2,000 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2025, an estimated $30K.
  • NBC Securities first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2023 and held it in 7 quarters.
  • NBC Securities's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $33K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.