WAM
PMM

Weiss Asset Management’s Putnam Managed Municipal Income PMM Stock Holding History

Weiss Asset Management’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
2023
Q1 		– Sell
-27,687
Closed -$174K – 456
2022
Q4 		$174K Buy
+27,687
New +$168K 0.01% 445
2019
Q1 		– Sell
-45,277
Closed -$304K – 505
2018
Q4 		$304K Buy
+45,277
New +$308K 0.02% 272
2018
Q2 		– Sell
-16,432
Closed -$117K – 263
2018
Q1 		$117K Buy
+16,432
New +$118K 0.01% 198
2017
Q1 		– Sell
-14,877
Closed -$105K – 176
2016
Q4 		$105K Buy
+14,877
New +$109K 0.02% 207

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Ameriprise
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KMWM
Keudell/Morrison Wealth Management Salem, Oregon $489M AUM
KIG
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return