PMFA
PMM

Plante Moran Financial Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-1,200
Closed -$11K – 1001
2021
Q2 		$11K Buy
+1,200
New +$10.2K ﹤0.01% 669
2013
Q4 		– Sell
-8,502
Closed -$58K – 706
2013
Q3 		$58K Hold
8,502
– – 0.04% 177
2013
Q2 		$61K Buy
+8,502
New +$65.3K 0.05% 153

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return