SAM
MMD

SignalPoint Asset Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

SignalPoint Asset 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
2014
Q1 		– Sell
-11,500
Closed -$181K – 161
2013
Q4 		$181K Buy
+11,500
New +$180K 0.08% 153

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
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
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
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SignalPoint Asset Management's MMD Position: Q1 2014 in Review

SignalPoint Asset Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2014, closing a stake of 11,500 shares — an estimated $181K sold.

SignalPoint Asset Management first reported a position in MMD in Q4 2013 and held it in 1 quarter. The position peaked at $181K in Q4 2013. 28 funds tracked by Wall St. Rank hold MMD as of Q1 2014.

  • SignalPoint Asset Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • SignalPoint Asset Management sold 11,500 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2014, an estimated $181K.
  • SignalPoint Asset Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • SignalPoint Asset Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $181K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2014.

Based on SignalPoint Asset Management's 13F filing for Q1 2014, filed 17 Apr 2014.