KIG
PMM

Kennedy Investment Group’s Putnam Managed Municipal Income PMM Stock Holding History

Kennedy Investment Group’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
2026
Q1 		– Sell
-14,748
Closed -$92.5K – 145
2025
Q4 		$92.5K Sell
14,748
-161,315
-92% -$989K 0.03% 139
2025
Q3 		$1.06M Sell
176,063
-21,563
-11% -$128K 0.42% 54
2025
Q2 		$1.18M Sell
197,626
-25,995
-12% -$154K 0.5% 49
2025
Q1 		$1.37M Sell
223,621
-14,287
-6% -$88.5K 0.64% 40
2024
Q4 		$1.42M Sell
237,908
-17,140
-7% -$108K 0.64% 36
2024
Q3 		$1.66M Sell
255,048
-4,473
-2% -$28.4K 0.76% 31
2024
Q2 		$1.61M Sell
259,521
-11,731
-4% -$70.4K 0.81% 29
2024
Q1 		$1.62M Sell
271,252
-22,280
-8% -$137K 0.87% 29
2023
Q4 		$1.78M Sell
293,532
-12,336
-4% -$69.1K 1% 27
2023
Q3 		$1.67M Sell
305,868
-13,420
-4% -$78.3K 1.01% 28
2023
Q2 		$1.94M Sell
319,288
-6,555
-2% -$39.1K 1.14% 25
2023
Q1 		$2M Sell
325,843
-52,638
-14% -$356K 1.22% 25
2022
Q4 		$2.38M Buy
+378,481
New +$2.3M 1.51% 19

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return