Plante Moran Financial Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Plante Moran Financial 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
2021 Q3	–	Sell	-10,035	Closed	-$224K	–	983
2021 Q2	$224K	Buy	10,035 +119	+1%	+$2.66K	0.05%	163
2021 Q1	$220K	Buy	9,916 +119	+1%	+$2.59K	0.06%	157
2020 Q4	$213K	Buy	9,797 +121	+1%	+$2.57K	0.07%	159
2020 Q3	$200K	Buy	9,676 +120	+1%	+$2.52K	0.07%	148
2020 Q2	$195K	Buy	+9,556	New	+$189K	0.08%	131

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 $3.5B AUM 41.95% 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

Plante Moran Financial Advisors's MMD Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2021, closing a stake of 10,035 shares — an estimated $224K sold.

Plante Moran Financial Advisors first reported a position in MMD in Q2 2020 and held it in 5 quarters. The position peaked at $224K in Q2 2021. 49 funds tracked by Wall St. Rank hold MMD as of Q3 2021.

Plante Moran Financial Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 10,035 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2021, an estimated $224K.
Plante Moran Financial Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2020 and held it in 5 quarters.
Plante Moran Financial Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $224K in Q2 2021.
49 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.