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F.L. Putnam Investment Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

F.L. Putnam Investment Management’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-850
Closed -$21.9K – 630
2024
Q2 		$21.9K Buy
+850
New +$21.8K ﹤0.01% 617

Other funds holding CGSM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

F.L. Putnam Investment Management's CGSM Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of Capital Group Short Duration Municipal Income ETF (CGSM) in Q3 2024, closing a stake of 850 shares — an estimated $21.9K sold.

F.L. Putnam Investment Management first reported a position in CGSM in Q2 2024 and held it in 1 quarter. The position peaked at $21.9K in Q2 2024. 56 funds tracked by Wall St. Rank hold CGSM as of Q3 2024.

  • F.L. Putnam Investment Management reported no remaining Capital Group Short Duration Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 850 Capital Group Short Duration Municipal Income ETF shares in Q3 2024, an estimated $21.9K.
  • F.L. Putnam Investment Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and held it in 1 quarter.
  • F.L. Putnam Investment Management's Capital Group Short Duration Municipal Income ETF position peaked at $21.9K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.