Karpus Investment Management’s Pacholder High Yield PHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-63,008
Closed -$502K 150
2017
Q2
$502K Sell
63,008
-900
-1% -$7.12K 0.03% 113
2017
Q1
$493K Buy
63,908
+7,876
+14% +$60.5K 0.03% 134
2016
Q4
$403K Buy
56,032
+46,032
+460% +$324K 0.02% 142
2016
Q3
$71K Hold
10,000
﹤0.01% 156
2016
Q2
$71K Sell
10,000
-988,560
-99% -$6.71M ﹤0.01% 168
2016
Q1
$6.34M Buy
998,560
+314,148
+46% +$1.9M 0.29% 84
2015
Q4
$4.15M Buy
684,412
+674,252
+6,636% +$4.29M 0.19% 94
2015
Q3
$64K Buy
+10,160
New +$67.5K ﹤0.01% 204

Karpus Investment Management's PHF Position: Q3 2017 in Review

Karpus Investment Management sold out of Pacholder High Yield (PHF) in Q3 2017, closing a stake of 63,008 shares — an estimated $502K sold.

Karpus Investment Management first reported a position in PHF in Q3 2015 and held it in 8 quarters. The position peaked at $6.34M in Q1 2016. 0 funds tracked by Wall St. Rank hold PHF as of Q3 2017.

  • Karpus Investment Management reported no remaining Pacholder High Yield position as of Q3 2017 after selling out during the quarter.
  • Karpus Investment Management sold 63,008 Pacholder High Yield shares in Q3 2017, an estimated $502K.
  • Karpus Investment Management first reported a position in Pacholder High Yield in Q3 2015 and held it in 8 quarters.
  • Karpus Investment Management's Pacholder High Yield position peaked at $6.34M in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Pacholder High Yield as of Q3 2017.

Based on Karpus Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.