MMD — MAINSTAY MACKAY DEFINEDTERM

Ownership history in LPF Advisors LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which LPF Advisors LLC reported a position in MAINSTAY MACKAY DEFINEDTERM (MMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2024 Q1)
Avg. % of fund
0.45%
First filed
2024 Q1
Last filed
2025 Q1
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 30,996 -385 -1.2% 0.38% $467K $14.36
2024 Q4 REDUCED 31,381 -498 -1.6% 0.39% $469K $14.04
2024 Q3 REDUCED 31,879 -251 -0.8% 0.46% $537K $15.68
2024 Q2 ADDED 32,130 +13 +0.0% 0.49% $533K $15.26
2024 Q1 INITIATED 32,117 — — 0.53% $525K —
% of Fund (quarterly)    MMD price (monthly, adj. close)

Other funds also holding MMD

As of 2025 Q4 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 2.31% Worthington Financial Partners, LLC 0.81% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.49% Whipplewood Advisors, LLC 0.48% Hennion & Walsh Asset Management, Inc. 3Y 0.38% Logan Stone Capital, LLC 3Y 0.36% Ackerman Capital Advisors, LLC 3Y 7Y 0.2% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.17% Arlington Capital Management, Inc. 3Y 7Y 0.16% Financially in Tune, LLC 0.14%
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