NFG
MMD

Next Financial Group’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-434
Closed -$9K – 951
2017
Q3 		$9K Sell
434
-720
-62% -$14.4K ﹤0.01% 1254
2017
Q2 		$23K Buy
1,154
+360
+45% +$7.08K 0.01% 1026
2017
Q1 		$15K Buy
794
+360
+83% +$6.81K ﹤0.01% 1139
2016
Q4 		$8K Hold
434
– – ﹤0.01% 1750
2016
Q3 		$9K Hold
434
– – ﹤0.01% 1700
2016
Q2 		$8K Hold
434
– – ﹤0.01% 1278
2016
Q1 		$8K Hold
434
– – ﹤0.01% 1243
2015
Q4 		$8K Hold
434
– – ﹤0.01% 1257
2015
Q3 		$7K Hold
434
– – ﹤0.01% 1327
2015
Q2 		$7K Buy
434
+200
+85% +$3.67K ﹤0.01% 1379
2015
Q1 		$4K Hold
234
– – ﹤0.01% 1547
2014
Q4 		$4K Sell
234
-1,156
-83% -$20.9K ﹤0.01% 1588
2014
Q3 		$25K Buy
+1,390
New +$24.4K 0.01% 1287

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return