Per Stirling Capital Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Per Stirling Capital 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
2023 Q1	–	Sell	-13,224	Closed	-$212K	–	201
2022 Q4	$212K	Buy	+13,224	New	+$213K	0.04%	194

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Per Stirling Capital Management's MMD Position: Q1 2023 in Review

Per Stirling Capital Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2023, closing a stake of 13,224 shares — an estimated $212K sold.

Per Stirling Capital Management first reported a position in MMD in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 57 funds tracked by Wall St. Rank hold MMD as of Q1 2023.

Per Stirling Capital Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Per Stirling Capital Management sold 13,224 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2023, an estimated $212K.
Per Stirling Capital Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2022 and held it in 1 quarter.
Per Stirling Capital Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $212K in Q4 2022.
57 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2023.

Based on Per Stirling Capital Management's 13F filing for Q1 2023, filed 15 May 2023.