Plante Moran Financial Advisors’s Putnam Premier Income Trust PPT Stock Holding History

Plante Moran Financial Advisors’s Portfolio PPT Stock Details PPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,019	Closed	-$6K	–	845
2014 Q3	$6K	Hold	1,019	–	–	0.01%	649
2014 Q2	$6K	Buy	+1,019	New	+$5.64K	0.01%	643

Other funds holding PPT

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return