Ramiah Investment Group’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Ramiah Investment Group’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
2022 Q4	–	Sell	-10,370	Closed	-$162K	–	76
2022 Q3	$162K	Buy	+10,370	New	+$187K	0.34%	55
2022 Q2	–	Sell	-12,780	Closed	-$240K	–	74
2022 Q1	$240K	Buy	12,780 +2,170	+20%	+$43.2K	0.17%	55
2021 Q4	$231K	Buy	10,610 +212	+2%	+$4.52K	0.16%	56
2021 Q3	$228K	Buy	+10,398	New	+$234K	0.16%	68

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

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

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Ramiah Investment Group's MMD Position: Q4 2022 in Review

Ramiah Investment Group sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2022, closing a stake of 10,370 shares — an estimated $162K sold.

Ramiah Investment Group first reported a position in MMD in Q3 2021 and held it in 4 quarters. The position peaked at $240K in Q1 2022. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2022.

Ramiah Investment Group reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Ramiah Investment Group sold 10,370 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2022, an estimated $162K.
Ramiah Investment Group first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2021 and held it in 4 quarters.
Ramiah Investment Group's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $240K in Q1 2022.
61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2022.

Based on Ramiah Investment Group's 13F filing for Q4 2022, filed 10 Feb 2025.