Western Wealth Management’s NYLIM MacKay DefinedTerm Muni 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	–	777
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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Western Wealth Management's MMD Position: Q4 2024 in Review

Western Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 19,805 shares — an estimated $334K sold.

Western Wealth Management first reported a position in MMD in Q3 2022 and held it in 9 quarters. The position peaked at $824K in Q3 2022. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

Western Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 19,805 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $334K.
Western Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2022 and held it in 9 quarters.
Western Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $824K in Q3 2022.
61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.