KIM
LCM

Karpus Investment Management’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Karpus Investment Management’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,300
Closed -$125K – 211
2013
Q4 		$125K Buy
+12,300
New +$122K 0.01% 204

Other funds holding LCM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Karpus Investment Management sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q1 2014, closing a stake of 12,300 shares — an estimated $125K sold.

Karpus Investment Management first reported a position in LCM in Q4 2013 and held it in 1 quarter. The position peaked at $125K in Q4 2013. 30 funds tracked by Wall St. Rank hold LCM as of Q1 2014.

  • Karpus Investment Management reported no remaining Advent/Claymore Enhanced Gth & F position as of Q1 2014 after selling out during the quarter.
  • Karpus Investment Management sold 12,300 Advent/Claymore Enhanced Gth & F shares in Q1 2014, an estimated $125K.
  • Karpus Investment Management first reported a position in Advent/Claymore Enhanced Gth & F in Q4 2013 and held it in 1 quarter.
  • Karpus Investment Management's Advent/Claymore Enhanced Gth & F position peaked at $125K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q1 2014.

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