Karpus Investment Management’s IBM IBM Stock Holding History

Karpus Investment Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,464	Closed	-$222K	–	156
2016 Q3	$222K	Hold	1,464	–	–	0.01%	148
2016 Q2	$212K	Hold	1,464	–	–	0.01%	158
2016 Q1	$212K	Buy	+1,464	New	+$187K	0.01%	180
2015 Q4	–	Sell	-2,092	Closed	-$290K	–	208
2015 Q3	$290K	Sell	2,092 -1,573	-43%	-$232K	0.01%	187
2015 Q2	$570K	Hold	3,665	–	–	0.03%	169
2015 Q1	$562K	Hold	3,665	–	–	0.03%	159
2014 Q4	$562K	Hold	3,665	–	–	0.03%	160
2014 Q3	$665K	Hold	3,665	–	–	0.03%	141
2014 Q2	$635K	Hold	3,665	–	–	0.03%	137
2014 Q1	$674K	Hold	3,665	–	–	0.04%	150
2013 Q4	$657K	Hold	3,665	–	–	0.04%	157
2013 Q3	$649K	Sell	3,665 -110	-3%	-$20K	0.04%	148
2013 Q2	$690K	Buy	+3,775	New	+$735K	0.05%	119

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management's IBM Position: Q4 2016 in Review

Karpus Investment Management sold out of IBM (IBM) in Q4 2016, closing a stake of 1,464 shares — an estimated $222K sold.

Karpus Investment Management first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $690K in Q2 2013. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

Karpus Investment Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
Karpus Investment Management sold 1,464 IBM shares in Q4 2016, an estimated $222K.
Karpus Investment Management first reported a position in IBM in Q2 2013 and held it in 13 quarters.
Karpus Investment Management's IBM position peaked at $690K in Q2 2013.
1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Karpus Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.