Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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RC
PPT
Roundview Capital’s
Putnam Premier Income Trust
PPT
Stock Holding History
Roundview Capital’s Portfolio
PPT Stock Details
PPT Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q4
–
Sell
2015
Q3
$432K
Hold
2015
Q2
$451K
Sell
2015
Q1
$493K
Hold
2014
Q4
$491K
Sell
2014
Q3
$1.05M
Sell
2014
Q2
$1.09M
Buy
2014
Q1
$805K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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