KIM
NGX

Karpus Investment Management’s NUVEEN MASS AMT-FREE MUNI INC FD NGX Stock Holding History

Karpus Investment Management’s Portfolio NGX Stock Details NGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-17,035
Closed -$228K – 199
2013
Q2 		$228K Buy
+17,035
New +$227K 0.02% 155

Other funds holding NGX

U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Karpus Investment Management's NGX Position: Q3 2013 in Review

Karpus Investment Management sold out of NUVEEN MASS AMT-FREE MUNI INC FD (NGX) in Q3 2013, closing a stake of 17,035 shares — an estimated $228K sold.

Karpus Investment Management first reported a position in NGX in Q2 2013 and held it in 1 quarter. The position peaked at $228K in Q2 2013. 10 funds tracked by Wall St. Rank hold NGX as of Q3 2013.

  • Karpus Investment Management reported no remaining NUVEEN MASS AMT-FREE MUNI INC FD position as of Q3 2013 after selling out during the quarter.
  • Karpus Investment Management sold 17,035 NUVEEN MASS AMT-FREE MUNI INC FD shares in Q3 2013, an estimated $228K.
  • Karpus Investment Management first reported a position in NUVEEN MASS AMT-FREE MUNI INC FD in Q2 2013 and held it in 1 quarter.
  • Karpus Investment Management's NUVEEN MASS AMT-FREE MUNI INC FD position peaked at $228K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held NUVEEN MASS AMT-FREE MUNI INC FD as of Q3 2013.

Based on Karpus Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.