UNITED CAPITAL FINANCIAL ADVISORS, LLC - PUTNAM PREMIER INCOME TR ownership

PUTNAM PREMIER INCOME TR's ticker is PPT and the CUSIP is 746853100. A total of 102 filers reported holding PUTNAM PREMIER INCOME TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q2 2019$52,000
-32.5%
10,050
-32.9%
0.00%
-100.0%
Q1 2019$77,000
+42.6%
14,985
+29.9%
0.00%
Q4 2018$54,000
-11.5%
11,5350.0%0.00%
Q3 2018$61,000
+1.7%
11,5350.0%0.00%
Q2 2018$60,0000.0%11,5350.0%0.00%
Q1 2018$60,000
-1.6%
11,5350.0%0.00%
Q4 2017$61,000
-45.0%
11,535
-44.8%
0.00%
-100.0%
Q3 2017$111,000
+33.7%
20,900
+36.1%
0.00%0.0%
Q2 2017$83,000
-29.1%
15,355
-35.6%
0.00%0.0%
Q3 2015$117,000
-92.6%
23,830
-92.4%
0.00%
-94.4%
Q2 2015$1,589,000
-18.0%
311,521
-15.4%
0.02%
-25.0%
Q1 2015$1,937,000
-26.6%
368,291
-26.7%
0.02%
+20.0%
Q4 2014$2,638,000502,4940.02%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q2 2019
NameSharesValueWeighting ↓
Quad-Cities Investment Group, LLC 530,114$2,465,0002.03%
HOWARD WEALTH MANAGEMENT, LLC 572,335$2,661,0001.66%
Arbor Wealth Management, LLC 870,533$4,048,0001.52%
SIT INVESTMENT ASSOCIATES INC 11,720,862$54,502,0001.48%
Shaker Financial Services, LLC 743,881$3,459,0001.44%
Future Financial Wealth Managment LLC 148,212$689,0000.80%
Sterneck Capital Management, LLC 199,612$928,0000.70%
ACCESS FINANCIAL SERVICES, INC. 252,720$1,175,0000.58%
Oder Investment Management, LLC 51,530$237,0000.23%
Valley Brook Capital Group, Inc. 47,450$220,0000.22%
View complete list of PUTNAM PREMIER INCOME TR shareholders