TRCT
MMD

Tower Research Capital (TRC)’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Tower Research Capital (TRC)’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
2022
Q2 		– Sell
-576
Closed -$11K – 6354
2022
Q1 		$11K Buy
+576
New +$11.5K ﹤0.01% 4187
2016
Q2 		– Sell
-73
Closed -$1K – 4760
2016
Q1 		$1K Sell
73
-151
-67% -$2.9K ﹤0.01% 3727
2015
Q4 		$4K Buy
+224
New +$4.05K ﹤0.01% 3221
2015
Q3 		– Sell
-1,919
Closed -$33K – 4503
2015
Q2 		$33K Buy
+1,919
New +$35.2K ﹤0.01% 1683
2015
Q1 		– Sell
-200
Closed -$4K – 4735
2014
Q4 		$4K Buy
+200
New +$3.62K ﹤0.01% 2885
2014
Q2 		– Sell
-550
Closed -$9K – 4416
2014
Q1 		$9K Buy
+550
New +$9.23K ﹤0.01% 2717
2013
Q4 		– Sell
-9,301
Closed -$149K – 4751
2013
Q3 		$149K Buy
9,301
+6,568
+240% +$108K 0.02% 968
2013
Q2 		$49K Buy
+2,733
New +$52.8K ﹤0.01% 959

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return