WealthShield Partners’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

WealthShield Partners’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
2021 Q1	–	Sell	-12,776	Closed	-$278K	–	1167
2020 Q4	$278K	Buy	12,776 +37	+0.3%	+$785	0.05%	243
2020 Q3	$264K	Sell	12,739 -3,555	-22%	-$74.7K	0.09%	208
2020 Q2	$332K	Buy	+16,294	New	+$323K	0.15%	145

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthShield Partners's MMD Position: Q1 2021 in Review

WealthShield Partners sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2021, closing a stake of 12,776 shares — an estimated $278K sold.

WealthShield Partners first reported a position in MMD in Q2 2020 and held it in 3 quarters. The position peaked at $332K in Q2 2020. 50 funds tracked by Wall St. Rank hold MMD as of Q1 2021.

WealthShield Partners reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2021 after selling out during the quarter.
WealthShield Partners sold 12,776 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2021, an estimated $278K.
WealthShield Partners first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2020 and held it in 3 quarters.
WealthShield Partners's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $332K in Q2 2020.
50 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.