United Capital Financial Advisers »

Putnam Managed Municipal Income Trust shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Putnam Managed Municipal Income Trust (PMM) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Putnam Managed Municipal Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Putnam Managed Municipal Income Trust held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Putnam Managed Municipal Income Trust by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 10k 5.99
2023-12-31 $78k 13k 6.08
2023-09-30 $81k 15k 5.47
2023-06-30 $101k 17k 6.09
2023-03-31 $110k 18k 6.13
2022-12-31 $113k 18k 6.28
2022-09-30 $175k 31k 5.64
2022-06-30 $249k 38k 6.62
2022-03-31 $305k 43k 7.07
2021-12-31 $418k 48k 8.77
2021-09-30 $474k 57k 8.34
2021-06-30 $489k 56k 8.77
2021-03-31 $479k 59k 8.15
2020-12-31 $475k 59k 8.07
2020-09-30 $483k 63k 7.66
2020-06-30 $462k 63k 7.33
2020-03-31 $497k 69k 7.20
2019-12-31 $703k 88k 7.99
2019-09-30 $725k 93k 7.83
2019-06-30 $2.2M 290k 7.63
2019-03-31 $1.8M 238k 7.48
2018-12-31 $1.2M 183k 6.72
2018-09-30 $1.3M 185k 6.92
2018-06-30 $1.3M 184k 7.08
2018-03-31 $1.8M 248k 7.14
2017-12-31 $1.5M 199k 7.41
2017-09-30 $1.3M 176k 7.56
2017-06-30 $1.2M 159k 7.51
2017-03-31 $1.3M 175k 7.26
2016-12-31 $1.3M 184k 7.07
2016-09-30 $1.6M 196k 7.97
2016-06-30 $1.3M 166k 8.00
2016-03-31 $944k 123k 7.65
2015-12-31 $739k 100k 7.36
2015-09-30 $573k 80k 7.15
2015-06-30 $467k 66k 7.07
2015-03-31 $407k 55k 7.34
2014-12-31 $223k 31k 7.26
2014-09-30 $217k 31k 7.07

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Putnam Managed Municipal Income Trust

Wells Fargo & Company
Morgan Stanley
Raymond James & Associates
Advisors Asset Management
Robinson Capital Management
Ameriprise Financial
Van Eck Associates Corp.
Kennedy Investment Group
UBS Group
LPL Financial
Keudell/Morrison Wealth Management
Advisor Group Holdings
Rockefeller Capital Management
Melfa Wealth Management
Landscape Capital Management

View all funds holding Putnam Managed Municipal Income Trust