WWM
MMD

Western Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Western Wealth 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
2024
Q4 		– Sell
-19,805
Closed -$334K – 718
2024
Q3 		$334K Buy
19,805
+6
+0% +$100 0.02% 566
2024
Q2 		$328K Sell
19,799
-494
-2% -$8.04K 0.02% 468
2024
Q1 		$332K Sell
20,293
-220
-1% -$3.62K 0.03% 477
2023
Q4 		$333K Sell
20,513
-3,176
-13% -$49K 0.02% 529
2023
Q3 		$377K Sell
23,689
-3,607
-13% -$59.9K 0.03% 449
2023
Q2 		$466K Buy
27,296
+18
+0.1% +$307 0.04% 388
2023
Q1 		$474K Sell
27,278
-297
-1% -$5.17K 0.04% 380
2022
Q4 		$443K Sell
27,575
-25,345
-48% -$408K 0.05% 363
2022
Q3 		$824K Buy
+52,920
New +$956K 0.05% 354

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return