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

SeaCrest Wealth Management’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	-376	Closed	-$7K	–	2194
2018 Q4	$7K	Hold	376	–	–	﹤0.01%	1601
2018 Q3	$7K	Hold	376	–	–	﹤0.01%	1769
2018 Q2	$7K	Hold	376	–	–	﹤0.01%	1720
2018 Q1	$7K	Hold	376	–	–	﹤0.01%	1701
2017 Q4	$7K	Buy	+376	New	+$7.42K	﹤0.01%	1713

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

SeaCrest Wealth Management's MMD Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2019, closing a stake of 376 shares — an estimated $7K sold.

SeaCrest Wealth Management first reported a position in MMD in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2018. 46 funds tracked by Wall St. Rank hold MMD as of Q1 2019.

SeaCrest Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 376 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2019, an estimated $7K.
SeaCrest Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $7K in Q4 2018.
46 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.