Regal Investment Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Regal Investment 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
2019 Q1	–	Sell	-32,436	Closed	-$633K	–	381
2018 Q4	$633K	Buy	32,436 +3,515	+12%	+$68.3K	0.14%	163
2018 Q3	$568K	Buy	+28,921	New	+$569K	0.12%	176
2017 Q4	–	Sell	-23,447	Closed	-$471K	–	301
2017 Q3	$471K	Buy	23,447 +1,737	+8%	+$34.8K	0.11%	182
2017 Q2	$427K	Buy	21,710 +541	+3%	+$10.6K	0.11%	182
2017 Q1	$408K	Buy	21,169 +3,274	+18%	+$61.9K	0.11%	182
2016 Q4	$327K	Buy	17,895 +3,162	+21%	+$59.9K	0.09%	191
2016 Q3	$300K	Buy	14,733 +940	+7%	+$19.2K	0.09%	207
2016 Q2	$285K	Buy	+13,793	New	+$277K	0.08%	205

Other funds holding MMD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Regal Investment Advisors's MMD Position: Q1 2019 in Review

Regal Investment Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2019, closing a stake of 32,436 shares — an estimated $633K sold.

Regal Investment Advisors first reported a position in MMD in Q2 2016 and held it in 8 quarters. The position peaked at $633K in Q4 2018. 46 funds tracked by Wall St. Rank hold MMD as of Q1 2019.

Regal Investment Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 32,436 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2019, an estimated $633K.
Regal Investment Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2016 and held it in 8 quarters.
Regal Investment Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $633K in Q4 2018.
46 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.