WAM
MMD

Wolverine Asset Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Wolverine Asset 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
2026
Q1 		$165K Sell
11,101
-77,072
-87% -$1.18M ﹤0.01% 1111
2025
Q4 		$1.31M Buy
+88,173
New +$1.32M 0.02% 725
2025
Q3 		– Sell
-36,880
Closed -$545K – 1830
2025
Q2 		$545K Buy
36,880
+24,308
+193% +$354K 0.01% 862
2025
Q1 		$190K Buy
+12,572
New +$192K ﹤0.01% 1018
2024
Q4 		– Sell
-6,644
Closed -$112K – 1810
2024
Q3 		$112K Buy
+6,644
New +$111K ﹤0.01% 1095
2024
Q2 		– Sell
-19,327
Closed -$316K – 1800
2024
Q1 		$316K Sell
19,327
-13,264
-41% -$218K 0.01% 897
2023
Q4 		$530K Buy
+32,591
New +$503K 0.01% 869
2022
Q4 		– Sell
-6,543
Closed -$101K – 2289
2022
Q3 		$101K Buy
+6,543
New +$118K ﹤0.01% 1431
2021
Q4 		– Sell
-489
Closed -$10K – 2212
2021
Q3 		$10K Buy
489
+303
+163% +$6.81K ﹤0.01% 1760
2021
Q2 		$4K Buy
+186
New +$4.16K ﹤0.01% 2077
2015
Q3 		– Sell
-2,400
Closed -$41K – 2008
2015
Q2 		$41K Buy
+2,400
New +$44.1K ﹤0.01% 1341
2014
Q3 		– Sell
-2,349
Closed -$41K – 2720
2014
Q2 		$41K Buy
+2,349
New +$41.1K ﹤0.01% 1465

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return