RBC
MMD

Ronald Blue & Co’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Ronald Blue & Co’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
2014
Q3 		– Sell
-11,000
Closed -$196K – 349
2014
Q2 		$196K Hold
11,000
– – 0.01% 320
2014
Q1 		$187K Buy
+11,000
New +$185K 0.01% 308

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ronald Blue & Co's MMD Position: Q3 2014 in Review

Ronald Blue & Co sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2014, closing a stake of 11,000 shares — an estimated $196K sold.

Ronald Blue & Co first reported a position in MMD in Q1 2014 and held it in 2 quarters. The position peaked at $196K in Q2 2014. 27 funds tracked by Wall St. Rank hold MMD as of Q3 2014.

  • Ronald Blue & Co reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Ronald Blue & Co sold 11,000 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2014, an estimated $196K.
  • Ronald Blue & Co first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2014 and held it in 2 quarters.
  • Ronald Blue & Co's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $196K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2014.

Based on Ronald Blue & Co's 13F filing for Q3 2014, filed 14 Nov 2014.