Karpus Investment Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-138,117	Closed	-$2.37M	–	512
2022 Q1	$2.37M	Sell	138,117 -343,310	-71%	-$6.21M	0.07%	216
2021 Q4	$9.7M	Sell	481,427 -249,037	-34%	-$4.91M	0.28%	88
2021 Q3	$14.5M	Sell	730,464 -8,901	-1%	-$187K	0.43%	63
2021 Q2	$15M	Sell	739,365 -18,791	-2%	-$374K	0.44%	59
2021 Q1	$14.1M	Sell	758,156 -29,059	-4%	-$537K	0.43%	65
2020 Q4	$14M	Buy	787,215 +727,238	+1,213%	+$12.5M	0.44%	65
2020 Q3	$1M	Buy	+59,977	New	+$1.03M	0.04%	161

Other funds holding RMM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Karpus Investment Management's RMM Position: Q2 2022 in Review

Karpus Investment Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q2 2022, closing a stake of 138,117 shares — an estimated $2.37M sold.

Karpus Investment Management first reported a position in RMM in Q3 2020 and held it in 7 quarters. The position peaked at $15M in Q2 2021. 28 funds tracked by Wall St. Rank hold RMM as of Q2 2022.

Karpus Investment Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Karpus Investment Management sold 138,117 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2022, an estimated $2.37M.
Karpus Investment Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2020 and held it in 7 quarters.
Karpus Investment Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $15M in Q2 2021.
28 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2022.

Based on Karpus Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.