Robert L Davis's Net Worth

$48.6 Thousand

Estimate Recalculated Feb 7, 2024 04:03PM EST

Who is Robert L Davis?

Robert L Davis does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include PUTNAM MUNICIPAL OPPORTUNITIES TRUST, PUTNAM MANAGED MUNICIPAL INCOME TRUST, PUTNAM PREMIER INCOME TRUST, PUTNAM MASTER INTERMEDIATE INCOME TRUST, and PUTNAM HIGH INCOME SECURITIES FUND.

SEC CIK

Robert L Davis's CIK is 0001713398

Past Insider Trading and Trends

2020 was Robert L Davis's most active year for disposing of shares, totalling 1 transactions. Robert L Davis's most active month to dispose stocks was the month of May. In 2020 Robert L Davis cashed out on 10,000 shares for a total of $48,626.00, their largest year based on trade value.

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PUTNAM MUNICIPAL OPPORTUNITIES TRUST (PMO) Snapshot price: $10.3499

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

PUTNAM MANAGED MUNICIPAL INCOME TRUST (PMM) Snapshot price: $6.15

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

PUTNAM PREMIER INCOME TRUST (PPT) Snapshot price: $3.7081

Portfolio Manager

Robert L Davis used to own units in Closed-End Fund but no longer holds any shares there. From 2017 to 2020 Robert L Davis disposed a total of 10,000 shares of PUTNAM PREMIER INCOME TRUST equalling to $48,626.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-10.00K
$4.86
-$48,626.00
0
Jun 1
Form 3
—
0
—
—
0
No matching records found

PUTNAM MASTER INTERMEDIATE INCOME TRUST (PIM) Snapshot price: $3.258

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

PUTNAM HIGH INCOME SECURITIES FUND (PCF) Snapshot price: $6.5308

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found