RCAG
PMM

Rehmann Capital Advisory Group’s Putnam Managed Municipal Income PMM Stock Holding History

Rehmann Capital Advisory 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
2019
Q3 		$26.3K Buy
3,354
+377
+13% +$2.98K ﹤0.01% 799
2019
Q2 		$22.7K Hold
2,977
– – ﹤0.01% 1105
2019
Q1 		$22.3K Hold
2,977
– – ﹤0.01% 1092
2018
Q4 		$20K Hold
2,977
– – ﹤0.01% 862
2018
Q3 		$20.6K Hold
2,977
– – ﹤0.01% 1107
2018
Q2 		$21.1K Hold
2,977
– – ﹤0.01% 1091
2018
Q1 		$21K Buy
+2,977
New +$21.3K ﹤0.01% 1062

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return