KIM
BPK

Karpus Investment Management’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Karpus Investment Management’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,724,209
Closed -$71.1M – 230
2018
Q3 		$71.1M Sell
4,724,209
-19,900
-0.4% -$299K 2.87% 8
2018
Q2 		$70.9M Buy
4,744,109
+1,801,765
+61% +$27M 3.1% 8
2018
Q1 		$43.9M Buy
2,942,344
+2,425,654
+469% +$36.1M 1.97% 13
2017
Q4 		$7.63M Buy
+516,690
New +$7.72M 0.35% 61

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Karpus Investment Management's BPK Position: Q4 2018 in Review

Karpus Investment Management sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 4,724,209 shares — an estimated $71.1M sold.

Karpus Investment Management first reported a position in BPK in Q4 2017 and held it in 4 quarters. The position peaked at $71.1M in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Karpus Investment Management reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Karpus Investment Management sold 4,724,209 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $71.1M.
  • Karpus Investment Management first reported a position in Blackrock Muni 2018 Term Tr in Q4 2017 and held it in 4 quarters.
  • Karpus Investment Management's Blackrock Muni 2018 Term Tr position peaked at $71.1M in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Karpus Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.