Mainstay Definedterm Mn Opp shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Mainstay Definedterm Mn Opp (MMD) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Mainstay Definedterm Mn Opp
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Quarterly reported holdings in Mainstay Definedterm Mn Opp by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $850k | 52k | 16.35 |
| 2023-12-31 | $921k | 57k | 16.25 |
| 2023-09-30 | $892k | 59k | 15.19 |
| 2023-06-30 | $1.0M | 60k | 17.07 |
| 2023-03-31 | $1.1M | 64k | 17.38 |
| 2022-12-31 | $1.0M | 64k | 16.06 |
| 2022-09-30 | $1.0M | 64k | 15.57 |
| 2022-06-30 | $1.2M | 63k | 18.63 |
| 2022-03-31 | $1.3M | 71k | 18.74 |
| 2021-12-31 | $1.5M | 71k | 21.21 |
| 2021-09-30 | $1.4M | 66k | 21.91 |
| 2021-06-30 | $1.5M | 65k | 22.35 |
| 2021-03-31 | $1.1M | 52k | 21.78 |
| 2020-12-31 | $1.1M | 54k | 20.71 |
| 2020-09-30 | $1.4M | 65k | 20.98 |
| 2020-06-30 | $1.3M | 61k | 20.70 |
| 2020-03-31 | $1.2M | 64k | 18.42 |
| 2019-12-31 | $1.2M | 58k | 21.72 |
| 2019-09-30 | $1.2M | 57k | 20.79 |
| 2019-06-30 | $1.1M | 55k | 20.88 |
| 2019-03-31 | $830k | 41k | 20.37 |
| 2018-12-31 | $727k | 37k | 19.52 |
| 2018-09-30 | $691k | 36k | 19.22 |
| 2018-06-30 | $690k | 37k | 18.83 |
| 2018-03-31 | $690k | 37k | 18.83 |
| 2017-12-31 | $717k | 36k | 19.83 |
| 2017-09-30 | $533k | 27k | 20.08 |
| 2017-06-30 | $587k | 30k | 19.66 |
| 2017-03-31 | $478k | 25k | 19.24 |
| 2016-12-31 | $436k | 24k | 18.28 |
| 2016-09-30 | $526k | 26k | 20.35 |
| 2016-06-30 | $482k | 23k | 20.69 |
| 2016-03-31 | $438k | 22k | 19.64 |
| 2015-12-31 | $410k | 22k | 18.81 |
| 2015-09-30 | $386k | 22k | 17.71 |
| 2015-06-30 | $376k | 22k | 17.25 |
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