KIM
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Karpus Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Karpus Investment Management’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,914
Closed -$436K – 200
2013
Q4 		$436K Sell
9,914
-69,254
-87% -$3.08M 0.02% 171
2013
Q3 		$3.53M Hold
79,168
– – 0.23% 80
2013
Q2 		$3.49M Buy
+79,168
New +$3.68M 0.24% 68

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Karpus Investment Management's ITM Position: Q1 2014 in Review

Karpus Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2014, closing a stake of 9,914 shares — an estimated $436K sold.

Karpus Investment Management first reported a position in ITM in Q2 2013 and held it in 3 quarters. The position peaked at $3.53M in Q3 2013. 53 funds tracked by Wall St. Rank hold ITM as of Q1 2014.

  • Karpus Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2014 after selling out during the quarter.
  • Karpus Investment Management sold 9,914 VanEck Intermediate Muni ETF shares in Q1 2014, an estimated $436K.
  • Karpus Investment Management first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 3 quarters.
  • Karpus Investment Management's VanEck Intermediate Muni ETF position peaked at $3.53M in Q3 2013.
  • 53 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2014.

Based on Karpus Investment Management's 13F filing for Q1 2014, filed 15 May 2014.