RFA
MMD

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

Reilly 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
2016
Q1 		– Sell
-600
Closed -$11K – 1244
2015
Q4 		$11K Buy
+600
New +$10.8K ﹤0.01% 753

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Reilly Financial Advisors's MMD Position: Q1 2016 in Review

Reilly Financial Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2016, closing a stake of 600 shares — an estimated $11K sold.

Reilly Financial Advisors first reported a position in MMD in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 32 funds tracked by Wall St. Rank hold MMD as of Q1 2016.

  • Reilly Financial Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2016, an estimated $11K.
  • Reilly Financial Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $11K in Q4 2015.
  • 32 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.