PUTNAM FL INVESTMENT MANAGEMENT COMPANY

HTTP://WWW.FLPUTNAM.COM WELLESLEY, MA Investment Advisor How do I update this listing?

Putnam FL Investment Management Company is based out of Wellesley. Putnam FL Investment Management Company is a large advisory firm with 784 clients and discretionary assets under management (AUM) of $1,865,877,016 (Form ADV from 2018-08-01). Their last reported 13F filing for Q1 2019 included $1,190,820,000 in managed 13F securities and a top 10 holdings concentration of 29.24%. Putnam FL Investment Management Company's largest holding is Analog Devices Inc with shares held of 585,386. Putnam FL Investment Management Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 73 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.191 Billion
  • Prior Market Value $920.535 Million
  • New Purchases23 stocks
  • Additional Purchases80 stocks
  • Sold out of14 stocks
  • Reduced holdings in105 stocks
  • Top 10 Holdings % 29.24 %
  • Turnover % [1]:16.44%
  • Turnover Alt % [2]: 15.44 %
  • Time Held Top20:4.25 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:4.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 8.01%
Performance Last 4 Quarters: 8.96%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

F L PUTNAM INVESTMENT MANAGEMENT CO.
20 WILLIAM STREET, SUITE G40
WELLESLEY MA    02481
Country: United States

Business Phone: 800-344-3435
Fax: 781-235-6037
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: ME
Number of employees: 35
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,ASSETS UNDER ADVISEMENT
Amount of client funds and securities: 466,782,000
Total Number of Clients: 784
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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F L PUTNAM INVESTMENT MANAGEMENT CO.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
STAUFFER, SUSANNE DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & SENIOR PORTFOLIO ADVISOR direct 2014-10-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR & SENIOR VICE PRESIDENT direct 1999-06-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 2001-12-01 2014-03-26
BREED, ROBERTSON, POPE SENIOR VICE PRESIDENT & PORTFOLIO MANAGER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 1999-06-01
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER direct 1999-06-01 2001-06-01
FLAHERTY, ELLEN CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO 12/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO direct 2001-12-01
PUTNAM F L INVESTMENT MANAGEMENT CO VICE PRESIDENT FINANCE & ADMINISTRATION direct 1999-09-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT OPERATIONS direct 2001-12-01 2002-05-28
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT FINANCE & OPERATIONS direct 2001-12-01 2004-03-31
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, SR. VP FINANCE/OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2001-12-01 2010-12-21
F.L. PUTNAM SECURITIES COMPANY INCORPORATED STOCKHOLDER 06/01/1984 Direct 75% or more
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO STOCKHOLDER direct 1984-06-01
MCVEY, CHRISTIAN, DAVID SENIOR VICE PRESIDENT MARKETING 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. SENIOR VICE PRESIDENT MARKETING direct 2002-01-01
GOSULE, ALAN, LEE DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR direct 2008-01-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 1988-05-01 2002-04-16
LEPPER, MEREDITH DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
OSTERBERG, RICHARD DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
MANNING, REED, THOMAS PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALE AND DORR CAPITAL MANAGEMENT LLC MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC PRESIDENT, CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC ELECTED MANAGER indirect 2009-06-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC DIRECTOR indirect 2009-06-01
F L PUTNAM INVESTMENT MANAGEMENT CO. PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2015-12-01
BANYAN PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-08-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2014-10-01

F L PUTNAM INVESTMENT MANAGEMENT CO.

ownership team - last updated 2018-12-24
Name Title Start Date Direct/Indirect % Ownership
STAUFFER, SUSANNE DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & SENIOR PORTFOLIO ADVISOR direct 2014-10-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR & SENIOR VICE PRESIDENT direct 1999-06-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 2001-12-01 2014-03-26
BREED, ROBERTSON, POPE SENIOR VICE PRESIDENT & PORTFOLIO MANAGER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 1999-06-01
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER direct 1999-06-01 2001-06-01
FLAHERTY, ELLEN CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO 12/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO direct 2001-12-01
PUTNAM F L INVESTMENT MANAGEMENT CO VICE PRESIDENT FINANCE & ADMINISTRATION direct 1999-09-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT OPERATIONS direct 2001-12-01 2002-05-28
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT FINANCE & OPERATIONS direct 2001-12-01 2004-03-31
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, SR. VP FINANCE/OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2001-12-01 2010-12-21
F.L. PUTNAM SECURITIES COMPANY INCORPORATED STOCKHOLDER 06/01/1984 Direct 75% or more
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO STOCKHOLDER direct 1984-06-01
MCVEY, CHRISTIAN, DAVID SENIOR VICE PRESIDENT MARKETING 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. SENIOR VICE PRESIDENT MARKETING direct 2002-01-01
GOSULE, ALAN, LEE DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR direct 2008-01-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 1988-05-01 2002-04-16
LEPPER, MEREDITH DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
OSTERBERG, RICHARD DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
MANNING, REED, THOMAS PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALE AND DORR CAPITAL MANAGEMENT LLC MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC PRESIDENT, CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC ELECTED MANAGER indirect 2009-06-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC DIRECTOR indirect 2009-06-01
F L PUTNAM INVESTMENT MANAGEMENT CO. PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2015-12-01
BANYAN PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-08-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2014-10-01

F L PUTNAM INVESTMENT MANAGEMENT CO.

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
STAUFFER, SUSANNE DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & SENIOR PORTFOLIO ADVISOR direct 2014-10-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR & SENIOR VICE PRESIDENT direct 1999-06-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, TREASURER, SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 2001-12-01 2014-03-26
BREED, ROBERTSON, POPE SENIOR VICE PRESIDENT & PORTFOLIO MANAGER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & PORTFOLIO MANAGER direct 1999-06-01
PUTNAM F L INVESTMENT MANAGEMENT CO SENIOR VICE PRESIDENT & CHIEF OPERATING OFFICER direct 1999-06-01 2001-06-01
FLAHERTY, ELLEN CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO 12/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO direct 2001-12-01
PUTNAM F L INVESTMENT MANAGEMENT CO VICE PRESIDENT FINANCE & ADMINISTRATION direct 1999-09-01 2002-04-16
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT OPERATIONS direct 2001-12-01 2002-05-28
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, & SR. VICE PRESIDENT FINANCE & OPERATIONS direct 2001-12-01 2004-03-31
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR, CLERK, SR. VP FINANCE/OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2001-12-01 2010-12-21
F.L. PUTNAM SECURITIES COMPANY INCORPORATED STOCKHOLDER 06/01/1984 Direct 75% or more
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO STOCKHOLDER direct 1984-06-01
MCVEY, CHRISTIAN, DAVID SENIOR VICE PRESIDENT MARKETING 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. SENIOR VICE PRESIDENT MARKETING direct 2002-01-01
GOSULE, ALAN, LEE DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
F L PUTNAM INVESTMENT MANAGEMENT CO. DIRECTOR direct 2008-01-01
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 1988-05-01 2002-04-16
LEPPER, MEREDITH DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
OSTERBERG, RICHARD DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
PUTNAM F L INVESTMENT MANAGEMENT CO DIRECTOR direct 2008-01-01
MANNING, REED, THOMAS PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALE AND DORR CAPITAL MANAGEMENT LLC MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC PRESIDENT, CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; MANAGER direct 2007-11-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC ELECTED MANAGER indirect 2009-06-01
SILVER BRIDGE CAPITAL MANAGEMENT LLC DIRECTOR indirect 2009-06-01
F L PUTNAM INVESTMENT MANAGEMENT CO. PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2015-12-01
BANYAN PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2013-08-01
BOSTON PRIVATE WEALTH LLC CHIEF INVESTMENT OFFICER direct 2014-10-01

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