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RVW Wealth’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-1,200
Closed -$19.1K – 274
2023
Q3 		$19.1K Buy
+1,200
New +$19.9K ﹤0.01% 316

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

RVW Wealth's MMD Position: Q4 2023 in Review

RVW Wealth sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2023, closing a stake of 1,200 shares — an estimated $19.1K sold.

RVW Wealth first reported a position in MMD in Q3 2023 and held it in 1 quarter. The position peaked at $19.1K in Q3 2023. 72 funds tracked by Wall St. Rank hold MMD as of Q4 2023.

  • RVW Wealth reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,200 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2023, an estimated $19.1K.
  • RVW Wealth first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $19.1K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.