Evercore Wealth Management, LLC - PUTNAM MANAGED MUN INCOM TR ownership

PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 66 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q4 2017$25,0000.0%3,3630.0%0.00%0.0%
Q3 2017$25,0000.0%3,3630.0%0.00%0.0%
Q2 2017$25,000
+4.2%
3,3630.0%0.00%0.0%
Q1 2017$24,0000.0%3,3630.0%0.00%0.0%
Q4 2016$24,000
-11.1%
3,3630.0%0.00%0.0%
Q3 2016$27,0000.0%3,3630.0%0.00%0.0%
Q2 2016$27,000
+3.8%
3,3630.0%0.00%0.0%
Q1 2016$26,000
+4.0%
3,3630.0%0.00%0.0%
Q4 2015$25,000
+4.2%
3,3630.0%0.00%0.0%
Q3 2015$24,0000.0%3,3630.0%0.00%0.0%
Q2 2015$24,000
-4.0%
3,3630.0%0.00%0.0%
Q1 2015$25,000
+4.2%
3,3630.0%0.00%0.0%
Q3 2014$24,0003,3630.00%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q1 2017
NameSharesValueWeighting ↓
KENNEDY INVESTMENT GROUP 305,868$1,673,0981.01%
ROBINSON CAPITAL MANAGEMENT, LLC 285,013$1,496,3180.67%
MELFA WEALTH MANAGEMENT, INC. 95,836$524,2230.57%
Keudell/Morrison Wealth Management 305,983$1,673,7270.51%
GOODWIN DANIEL L 132,912$727,0290.35%
Joseph P. Lucia & Associates, LLC 60,086$328,6700.23%
GILL CAPITAL PARTNERS, LLC 61,451$336,1340.15%
TWIN FOCUS CAPITAL PARTNERS, LLC 61,893$338,5550.08%
Jupiter Wealth Management LLC 20,000$111,4000.07%
Smallwood Wealth Investment Management, LLC 11,806$64,5770.06%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders