RIA
MMD

Regal Investment Advisors’s MainStay MacKay DefinedTerm Municipal 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 – 382
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return