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Parallel Advisors’s NYLIM MacKay DefinedTerm Muni 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 – 3584
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 – 3471
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 – 2639
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 $1.89T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Parallel Advisors's MMD Position: Q4 2024 in Review

Parallel Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 8,307 shares — an estimated $140K sold.

Parallel Advisors first reported a position in MMD in Q1 2020 and held it in 16 quarters. The position peaked at $186K in Q2 2020. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

  • Parallel Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Parallel Advisors sold 8,307 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $140K.
  • Parallel Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2020 and held it in 16 quarters.
  • Parallel Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $186K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.