TRUE Private Wealth Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

TRUE Private Wealth 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
2018 Q1	–	Sell	-19,900	Closed	-$394K	–	233
2017 Q4	$394K	Hold	19,900	–	–	0.07%	153
2017 Q3	$399K	Hold	19,900	–	–	0.09%	97
2017 Q2	$391K	Hold	19,900	–	–	0.09%	94
2017 Q1	$386K	Hold	19,900	–	–	0.09%	92
2016 Q4	$375K	Hold	19,900	–	–	0.09%	96
2016 Q3	$392K	Hold	19,900	–	–	0.13%	87
2016 Q2	$411K	Hold	19,900	–	–	0.14%	80
2016 Q1	$391K	Hold	19,900	–	–	0.15%	74
2015 Q4	$375K	Buy	+19,900	New	+$360K	0.17%	70

Other funds holding MMD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return