Panagora Asset Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Panagora Asset Management’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
2021 Q3	–	Sell	-7	Closed	–	–	2115
2021 Q2	$0	Buy	+7	New	+$157	﹤0.01%	2889
2021 Q1	–	Sell	-46	Closed	-$1K	–	2881
2020 Q4	$1K	Sell	46 -222	-83%	-$4.71K	﹤0.01%	2725
2020 Q3	$6K	Hold	268	–	–	﹤0.01%	2411
2020 Q2	$5K	Hold	268	–	–	﹤0.01%	2352
2020 Q1	$5K	Sell	268 -119	-31%	-$2.49K	﹤0.01%	2257
2019 Q4	$8K	Sell	387 -216	-36%	-$4.5K	﹤0.01%	2162
2019 Q3	$13K	Buy	+603	New	+$12.6K	﹤0.01%	2135

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Panagora Asset Management's MMD Position: Q3 2021 in Review

Panagora Asset Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2021, closing a stake of 7 shares.

Panagora Asset Management first reported a position in MMD in Q3 2019 and held it in 7 quarters. The position peaked at $13K in Q3 2019. 49 funds tracked by Wall St. Rank hold MMD as of Q3 2021.

Panagora Asset Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 7 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2021.
Panagora Asset Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2019 and held it in 7 quarters.
Panagora Asset Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $13K in Q3 2019.
49 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.