TCM
MMD icon

Tradewinds Capital Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Tradewinds Capital 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
Q2 		– Sell
-1,700
Closed -$29K – 637
2014
Q1 		$29K Hold
1,700
– – 0.02% 275
2013
Q4 		$27K Buy
+1,700
New +$26.6K 0.02% 268

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tradewinds Capital Management's MMD Position: Q2 2014 in Review

Tradewinds Capital Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2014, closing a stake of 1,700 shares — an estimated $29K sold.

Tradewinds Capital Management first reported a position in MMD in Q4 2013 and held it in 2 quarters. The position peaked at $29K in Q1 2014. 27 funds tracked by Wall St. Rank hold MMD as of Q2 2014.

  • Tradewinds Capital Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 1,700 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2014, an estimated $29K.
  • Tradewinds Capital Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2013 and held it in 2 quarters.
  • Tradewinds Capital Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $29K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2014.

Based on Tradewinds Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.