KIM
FRMM

Karpus Investment Management’s Forum Markets FRMM Stock Holding History

Karpus Investment Management’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-130
Closed -$5.21M – 182
2019
Q3 		$5.21M Hold
130
– – 0.2% 98
2019
Q2 		$5.16M Sell
130
-2
-2% -$79.2K 0.19% 96
2019
Q1 		$5.17M Sell
132
-3
-2% -$117K 0.19% 96
2018
Q4 		$5.22M Sell
135
-50
-27% -$1.92M 0.22% 91
2018
Q3 		$7.09M Hold
185
– – 0.29% 68
2018
Q2 		$6.97M Sell
185
-245
-57% -$9.23M 0.31% 63
2018
Q1 		$16.1M Sell
430
-13
-3% -$484K 0.72% 38
2017
Q4 		$16.4M Sell
443
-10
-2% -$369K 0.76% 37
2017
Q3 		$16.7M Buy
453
+82
+22% +$3.03M 0.85% 36
2017
Q2 		$13.7M Buy
+371
New +$13.7M 0.69% 48

Other funds holding FRMM

MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karpus Investment Management's FRMM Position: Q4 2019 in Review

Karpus Investment Management sold out of Forum Markets (FRMM) in Q4 2019, closing a stake of 130 shares — an estimated $5.21M sold.

Karpus Investment Management first reported a position in FRMM in Q2 2017 and held it in 10 quarters. The position peaked at $16.7M in Q3 2017. 6 funds tracked by Wall St. Rank hold FRMM as of Q4 2019.

  • Karpus Investment Management reported no remaining Forum Markets position as of Q4 2019 after selling out during the quarter.
  • Karpus Investment Management sold 130 Forum Markets shares in Q4 2019, an estimated $5.21M.
  • Karpus Investment Management first reported a position in Forum Markets in Q2 2017 and held it in 10 quarters.
  • Karpus Investment Management's Forum Markets position peaked at $16.7M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Forum Markets as of Q4 2019.

Based on Karpus Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.