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KM

Karpus Management, Inc.

Shareholder
Related company / holding
Putnam Municipal Opportunities TrustSpecial Opportunities Fund, Inc.Investment Grade Municipal Income Fund
Total declarations
30
Companies
3
▲ Purchases (29 ops.)
€884k
▼ Sales (1 ops.)
€1.0M

Latest filing published 24 Nov 2010 for PUTNAM MUNICIPAL OPPORTUNITIES TRUST, €22k.

Insider track record

Disclosed buys
29
Disclosed sells
1
Signal history

No signal scores available.

Closed purchases

Market purchases
29
Positive at T+90
54%
Median T+90
+0.3%

Based on 28 purchases whose 90-day window has closed (published at least 91 days ago), the same population our ranking model reads.

Purchases by company

Since each purchase

Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.

Karpus Management, Inc.: trading record in brief

Filings by Karpus Management, Inc. span 3 companies, the busiest being Putnam Municipal Opportunities Trust, Special Opportunities Fund, Inc. and Investment Grade Municipal Income Fund. We count 30 filings; the first trade dates from 20 July 2009 and the latest from 15 November 2010.

On the open market, the record shows 29 purchases worth €884k and 1 sale worth €1.0M. Netting one side against the other leaves €136k of net selling. Unlike grants, an open-market purchase is paid for by the insider, at the market price. 2010 to date brings 3 purchases and 1 sale.

The median purchase comes to €24k. For 28 purchases whose 90-day window has closed, the share price was higher on day 90 than the day after publication in 54% of cases, with a median move of +0.3%. These figures describe past trades and do not predict future prices.

The latest filing, published on 24 November 2010, reports an open-market purchase of €22k in Putnam Municipal Opportunities Trust. The median gap between a trade and its publication by SEC (Form 4) is 11 days. US insiders must file a Form 4 within two business days of a trade. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.

Companies and markets linked to Karpus Management, Inc.

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Declarations30 total

25 of 30 declarations