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Institutional Investment Manager
Karpus Management, Inc.
Karpus Management, Inc. (CIK: 0001048703) incorporated in New York, located at 183 Sully'S Trail, Pittsford, NY. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 156 holdings with a total value of $1,892,317,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 ADAMS DIVERSIFIED EQUITY FD 3,560,179 46,816,000 2.47%
152 VANGUARD INDEX FDS 454,545 55,536,000 2.93%
153 VANGUARD INTL EQUITY INDEX F 1,179,396 57,472,000 3.04%
154 SPDR SER TR 1,226,777 59,928,000 3.17%
155 BLACKROCK INCOME TR INC 9,613,629 62,296,000 3.29%
156 VANGUARD INDEX FDS 709,014 140,874,000 7.44%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001048703-16-000151, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.