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&Partners’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

&Partners’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
2026
Q2 		$460K Sell
29,666
-3,377
-10% -$51.3K ﹤0.01% 1877
2026
Q1 		$481K Sell
33,043
-4
-0% -$61 ﹤0.01% 1719
2025
Q4 		$491K Buy
+33,047
New +$496K ﹤0.01% 1617

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's MMD Position: Q2 2026 in Review

&Partners reduced its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 10% in Q2 2026, selling an estimated $51.3K and leaving 29,666 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

&Partners first reported a position in MMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • &Partners held 29,666 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $460K as of Q2 2026.
  • &Partners sold 3,377 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $51.3K.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1877 holding.
  • &Partners first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • &Partners's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $491K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.