SPC
MMD

Sigma Planning Corp’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-16,400
Closed -$280K – 1268
2023
Q2 		$280K Buy
+16,400
New +$280K 0.01% 965

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's MMD Position: Q3 2023 in Review

Sigma Planning Corp sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2023, closing a stake of 16,400 shares — an estimated $280K sold.

Sigma Planning Corp first reported a position in MMD in Q2 2023 and held it in 1 quarter. The position peaked at $280K in Q2 2023. 59 funds tracked by Wall St. Rank hold MMD as of Q3 2023.

  • Sigma Planning Corp reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 16,400 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2023, an estimated $280K.
  • Sigma Planning Corp first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Sigma Planning Corp's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $280K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.