PA
MMD

Parallel Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Parallel 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
2024
Q4 		– Sell
-8,307
Closed -$140K – 3589
2024
Q3 		$140K Buy
8,307
+35
+0.4% +$585 ﹤0.01% 1097
2024
Q2 		$137K Buy
8,272
+36
+0.4% +$586 ﹤0.01% 1022
2024
Q1 		$135K Buy
8,236
+12
+0.1% +$197 ﹤0.01% 1039
2023
Q4 		$134K Buy
+8,224
New +$127K ﹤0.01% 982
2023
Q2 		– Sell
-9,148
Closed -$159K – 3478
2023
Q1 		$159K Buy
9,148
+1,489
+19% +$25.9K 0.01% 862
2022
Q4 		$123K Buy
7,659
+2,796
+57% +$45K 0.01% 910
2022
Q3 		$76K Buy
4,863
+347
+8% +$6.27K ﹤0.01% 1079
2022
Q2 		$82K Buy
4,516
+4,419
+4,556% +$79.1K ﹤0.01% 1040
2022
Q1 		$2K Hold
97
– – ﹤0.01% 2594
2021
Q4 		$2K Hold
97
– – ﹤0.01% 2719
2021
Q3 		$2K Hold
97
– – ﹤0.01% 2701
2021
Q2 		$2K Hold
97
– – ﹤0.01% 2582
2021
Q1 		$2K Hold
97
– – ﹤0.01% 2486
2020
Q4 		$2K Buy
+97
New +$2.06K ﹤0.01% 2326
2020
Q3 		– Sell
-9,158
Closed -$193K – 2646
2020
Q2 		$186K Buy
9,158
+517
+6% +$10.2K 0.01% 560
2020
Q1 		$166K Buy
+8,641
New +$181K 0.01% 512

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return