KIM
BQH

Karpus Investment Management’s BlackRock New York Municipal Bond Trust BQH Stock Holding History

Karpus Investment Management’s Portfolio BQH Stock Details BQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-72,270
Closed -$1.09M – 254
2019
Q4 		$1.09M Sell
72,270
-6,525
-8% -$96.9K 0.04% 143
2019
Q3 		$1.16M Sell
78,795
-1,100
-1% -$16.3K 0.04% 135
2019
Q2 		$1.18M Sell
79,895
-20,599
-20% -$299K 0.04% 137
2019
Q1 		$1.42M Buy
100,494
+4,705
+5% +$63.4K 0.05% 145
2018
Q4 		$1.23M Buy
95,789
+48,597
+103% +$615K 0.05% 143
2018
Q3 		$607K Buy
47,192
+31,537
+201% +$410K 0.02% 144
2018
Q2 		$205K Buy
+15,655
New +$205K 0.01% 172
2017
Q4 		– Sell
-13,708
Closed -$204K – 160
2017
Q3 		$204K Sell
13,708
-4,794
-26% -$70.1K 0.01% 127
2017
Q2 		$265K Hold
18,502
– – 0.01% 127
2017
Q1 		$261K Buy
+18,502
New +$261K 0.01% 150
2016
Q4 		– Sell
-10,340
Closed -$162K – 177
2016
Q3 		$162K Sell
10,340
-2,853
-22% -$45.1K 0.01% 152
2016
Q2 		$211K Sell
13,193
-19,022
-59% -$298K 0.01% 160
2016
Q1 		$482K Sell
32,215
-16,110
-33% -$239K 0.02% 160
2015
Q4 		$718K Buy
48,325
+11,639
+32% +$165K 0.03% 166
2015
Q3 		$510K Buy
36,686
+1,153
+3% +$16K 0.02% 172
2015
Q2 		$492K Buy
35,533
+1,700
+5% +$23.9K 0.02% 174
2015
Q1 		$491K Sell
33,833
-1,330
-4% -$19.2K 0.02% 163
2014
Q4 		$502K Buy
35,163
+20,063
+133% +$278K 0.02% 164
2014
Q3 		$207K Buy
15,100
+2,500
+20% +$34.3K 0.01% 171
2014
Q2 		$176K Buy
+12,600
New +$175K 0.01% 177

Other funds holding BQH

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Karpus Investment Management's BQH Position: Q1 2020 in Review

Karpus Investment Management sold out of BlackRock New York Municipal Bond Trust (BQH) in Q1 2020, closing a stake of 72,270 shares — an estimated $1.09M sold.

Karpus Investment Management first reported a position in BQH in Q2 2014 and held it in 20 quarters. The position peaked at $1.42M in Q1 2019. 13 funds tracked by Wall St. Rank hold BQH as of Q1 2020.

  • Karpus Investment Management reported no remaining BlackRock New York Municipal Bond Trust position as of Q1 2020 after selling out during the quarter.
  • Karpus Investment Management sold 72,270 BlackRock New York Municipal Bond Trust shares in Q1 2020, an estimated $1.09M.
  • Karpus Investment Management first reported a position in BlackRock New York Municipal Bond Trust in Q2 2014 and held it in 20 quarters.
  • Karpus Investment Management's BlackRock New York Municipal Bond Trust position peaked at $1.42M in Q1 2019.
  • 13 funds tracked by Wall St. Rank held BlackRock New York Municipal Bond Trust as of Q1 2020.

Based on Karpus Investment Management's 13F filing for Q1 2020, filed 18 May 2020.