SCA
MMD

Snowden Capital Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Snowden Capital Advisors’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
2024
Q4 		– Sell
-17,067
Closed -$288K – 1240
2024
Q3 		$288K Buy
17,067
+170
+1% +$2.84K 0.01% 1010
2024
Q2 		$280K Buy
16,897
+542
+3% +$8.82K 0.01% 993
2024
Q1 		$267K Buy
16,355
+171
+1% +$2.81K 0.01% 1003
2023
Q4 		$263K Sell
16,184
-15,004
-48% -$232K 0.01% 964
2023
Q3 		$497K Buy
31,188
+133
+0.4% +$2.21K 0.02% 658
2023
Q2 		$530K Buy
31,055
+349
+1% +$5.95K 0.02% 706
2023
Q1 		$534K Sell
30,706
-2,909
-9% -$50.6K 0.02% 704
2022
Q4 		$540K Buy
33,615
+18,271
+119% +$294K 0.02% 677
2022
Q3 		$239K Buy
15,344
+2,406
+19% +$43.5K 0.01% 976
2022
Q2 		$234K Buy
12,938
+168
+1% +$3K 0.01% 978
2022
Q1 		$239K Buy
12,770
+153
+1% +$3.05K 0.01% 910
2021
Q4 		$274K Buy
12,617
+138
+1% +$2.94K 0.01% 592
2021
Q3 		$273K Buy
12,479
+130
+1% +$2.92K 0.01% 727
2021
Q2 		$276K Buy
12,349
+128
+1% +$2.86K 0.01% 739
2021
Q1 		$271K Buy
12,221
+131
+1% +$2.85K 0.02% 662
2020
Q4 		$263K Buy
12,090
+132
+1% +$2.8K 0.02% 553
2020
Q3 		$248K Sell
11,958
-867
-7% -$18.2K 0.02% 502
2020
Q2 		$261K Buy
12,825
+139
+1% +$2.75K 0.02% 488
2020
Q1 		$244K Buy
12,686
+131
+1% +$2.75K 0.03% 463
2019
Q4 		$264K Buy
12,555
+129
+1% +$2.69K 0.02% 512
2019
Q3 		$261K Buy
12,426
+126
+1% +$2.63K 0.03% 452
2019
Q2 		$257K Buy
12,300
+127
+1% +$2.6K 0.03% 438
2019
Q1 		$247K Buy
12,173
+129
+1% +$2.56K 0.03% 435
2018
Q4 		$235K Buy
+12,044
New +$234K 0.03% 425

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Snowden Capital Advisors's MMD Position: Q4 2024 in Review

Snowden Capital Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 17,067 shares — an estimated $288K sold.

Snowden Capital Advisors first reported a position in MMD in Q4 2018 and held it in 24 quarters. The position peaked at $540K in Q4 2022. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

  • Snowden Capital Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 17,067 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $288K.
  • Snowden Capital Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2018 and held it in 24 quarters.
  • Snowden Capital Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $540K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.