SXL
MMD

Summit X LLC’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-30,161
Closed -$446K – 155
2025
Q2 		$446K Sell
30,161
-8,258
-21% -$120K 0.08% 156
2025
Q1 		$579K Buy
38,419
+13,678
+55% +$209K 0.12% 117
2024
Q4 		$369K Buy
24,741
+3,983
+19% +$64.4K 0.08% 143
2024
Q3 		$344K Sell
20,758
-9,819
-32% -$164K 0.08% 142
2024
Q2 		$507K Buy
30,577
+9,822
+47% +$160K 0.11% 122
2024
Q1 		$339K Sell
20,755
-4,297
-17% -$70.6K 0.09% 144
2023
Q4 		$407K Buy
25,052
+6,002
+32% +$92.6K 0.12% 119
2023
Q3 		$304K Buy
19,050
+4,771
+33% +$79.3K 0.1% 133
2023
Q2 		$244K Sell
14,279
-1
-0% -$17 0.06% 238
2023
Q1 		$248K Buy
+14,280
New +$248K 0.06% 230
2020
Q1 		– Sell
-9,500
Closed -$200K – 238
2019
Q4 		$200K Buy
+9,500
New +$198K 0.07% 216

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Summit X LLC's MMD Position: Q3 2025 in Review

Summit X LLC sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2025, closing a stake of 30,161 shares — an estimated $446K sold.

Summit X LLC first reported a position in MMD in Q4 2019 and held it in 11 quarters. The position peaked at $579K in Q1 2025. 63 funds tracked by Wall St. Rank hold MMD as of Q3 2025.

  • Summit X LLC reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 30,161 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2025, an estimated $446K.
  • Summit X LLC first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2019 and held it in 11 quarters.
  • Summit X LLC's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $579K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.