Syverson Strege & Co’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-6,283	Closed	-$109K	–	403
2023 Q1	$109K	Hold	6,283	–	–	0.05%	84
2022 Q4	$101K	Hold	6,283	–	–	0.05%	93
2022 Q3	$98K	Hold	6,283	–	–	0.05%	91
2022 Q2	$114K	Buy	6,283 +1,348	+27%	+$24.1K	0.04%	92
2022 Q1	$93K	Buy	4,935 +2,536	+106%	+$50.5K	0.1%	94
2021 Q4	$52K	Hold	2,399	–	–	0.04%	132
2021 Q3	$53K	Hold	2,399	–	–	0.04%	136
2021 Q2	$54K	Hold	2,399	–	–	0.05%	128
2021 Q1	$53K	Hold	2,399	–	–	0.06%	114
2020 Q4	$52K	Buy	+2,399	New	+$50.9K	0.05%	110

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Syverson Strege & Co's MMD Position: Q2 2023 in Review

Syverson Strege & Co sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2023, closing a stake of 6,283 shares — an estimated $109K sold.

Syverson Strege & Co first reported a position in MMD in Q4 2020 and held it in 10 quarters. The position peaked at $114K in Q2 2022. 57 funds tracked by Wall St. Rank hold MMD as of Q2 2023.

Syverson Strege & Co reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 6,283 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2023, an estimated $109K.
Syverson Strege & Co first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $114K in Q2 2022.
57 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.