FCA
PMM

FinTrust Capital Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

FinTrust Capital Advisors’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-332
Closed -$3 – 1133
2020
Q3 		$3 Hold
332
– – ﹤0.01% 1033
2020
Q2 		$2K Hold
332
– – ﹤0.01% 944
2020
Q1 		$2K Hold
332
– – ﹤0.01% 1022
2019
Q4 		$3K Hold
332
– – ﹤0.01% 952
2019
Q3 		$3K Sell
332
-487
-59% -$3.84K ﹤0.01% 956
2019
Q2 		$6K Sell
819
-926
-53% -$6.99K ﹤0.01% 808
2019
Q1 		$13K Hold
1,745
– – 0.01% 711
2018
Q4 		$12K Buy
+1,745
New +$11.9K 0.01% 731

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return