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Wipfli Financial Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Wipfli Financial 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
2022
Q3 		$16K Buy
+1,000
New +$18.1K ﹤0.01% 1663

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Wipfli Financial Advisors's MMD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2022: 1,000 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

57 funds tracked by Wall St. Rank hold MMD as of Q3 2022.

  • Wipfli Financial Advisors held 1,000 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $16K as of Q3 2022.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1663 holding.
  • 57 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.