Karpus Management, Inc. Diversified Active

CIK: 0001048703 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $2,285,698 (100.0% shares, 0.0% debt)

Holdings (177)

VOO VANGUARD INDEX FDS S&P 500 ETF 13.4%
Value ($000) $306,280 Shares 1,203,980 Est. Cost $194.48 Unrealized
NUVEEN DIVID ADVANTAGE MUN FD 5.6%
Value ($000) $128,095 Shares 9,609,557 Est. Cost $13.70 Unrealized
VGK VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 5.4%
Value ($000) $124,218 Shares 2,200,488 Est. Cost $54.03 Unrealized
EATON VANCE MUN BD FD 4.1%
Value ($000) $93,946 Shares 7,961,541 Est. Cost $12.24 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 4.1%
Value ($000) $92,757 Shares 582,497 Est. Cost $111.30 Unrealized
SPY SPDR S&P 500 ETF 4.0%
Value ($000) $90,889 Shares 328,284 Est. Cost $266.86 Unrealized
NUVEEN AMT-FREE MUN INCOME FD 3.8%
Value ($000) $86,586 Shares 6,660,443 Est. Cost $13.46 Unrealized
BLACKROCK MUNICIPAL 2018 TERM TRUST 3.1%
Value ($000) $70,877 Shares 4,744,109 Est. Cost $14.91 Unrealized
NUVEEN NY AMT FREE MUN INCOME 2.5%
Value ($000) $57,651 Shares 4,698,570 Est. Cost $12.65 Unrealized
BLACKROCK INCOME TR INC 2.5%
Value ($000) $56,752 Shares 9,751,130 Est. Cost $6.42 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 2.3%
Value ($000) $53,479 Shares 372,856 Est. Cost $113.09 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 1.9%
Value ($000) $43,410 Shares 631,883 Est. Cost $58.25 Unrealized
BLACKROCK CR ALLCTN INC TR 1.8%
Value ($000) $41,494 Shares 3,415,160 Est. Cost $12.94 Unrealized
INVESCO VALUE MUN INCOME TR 1.8%
Value ($000) $40,437 Shares 2,859,786 Est. Cost $14.92 Unrealized
ADAMS DIVERSIFIED EQUITY FD 1.7%
Value ($000) $39,350 Shares 2,517,605 Est. Cost $12.42 Unrealized
VWO VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 1.6%
Value ($000) $37,124 Shares 880,141 Est. Cost $40.19 Unrealized
PENSARE ACQ CORP 1.6%
Value ($000) $36,053 Shares 3,641,681 Est. Cost $9.66 Unrealized
INVESCO MUN OPPORTUNITY TR 1.4%
Value ($000) $32,054 Shares 2,730,283 Est. Cost $11.99 Unrealized
DUFF & PHELPS UTILITY & CORPORATE BOND TR 1.3%
Value ($000) $30,203 Shares 3,507,901 Est. Cost $8.70 Unrealized
GABELLI EQUITY TRUST 1.2%
Value ($000) $28,563 Shares 4,533,779 Est. Cost $6.18 Unrealized
VEU VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 1.2%
Value ($000) $27,955 Shares 539,251 Est. Cost $47.28 Unrealized
MANAGED DURATION INVT GRD FUND 1.1%
Value ($000) $24,227 Shares 1,685,929 Est. Cost $13.43 Unrealized
EWJ ISHARES MSCI JAPAN ETF 1.0%
Value ($000) $23,553 Shares 413,420 Est. Cost $51.47 Unrealized
ASIA PAC FD INC 1.0%
Value ($000) $22,669 Shares 1,680,906 Est. Cost $11.24 Unrealized
EATON VANCE MUN BD FD II 1.0%
Value ($000) $22,311 Shares 1,882,781 Est. Cost $12.25 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 1.0%
Value ($000) $22,173 Shares 279,819 Est. Cost $82.64 Unrealized
MODERN MEDIA ACQ CORP 0.9%
Value ($000) $21,186 Shares 2,129,231 Est. Cost $9.77 Unrealized
MADISON STRTG SECTOR PREM FD 0.8%
Value ($000) $19,399 Shares 1,654,504 Est. Cost $11.41 Unrealized
CM SEVEN STAR ACQ CORP 0.8%
Value ($000) $18,433 Shares 1,867,614 Est. Cost $9.74 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.8%
Value ($000) $18,288 Shares 1,584,748 Est. Cost $11.57 Unrealized
LII LENNOX INTL INC 0.8%
Value ($000) $18,147 Shares 85,826 Est. Cost $54.01 Unrealized +241.6%
LAZARD WORLD DIVID & INCOME FD 0.8%
Value ($000) $17,271 Shares 1,654,349 Est. Cost $10.00 Unrealized
EWC ISHARES MSCI CDA ETF 0.8%
Value ($000) $17,268 Shares 601,258 Est. Cost $25.84 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.7%
Value ($000) $16,372 Shares 209,625 Est. Cost $80.20 Unrealized
BLACKROCK CALIFORNIA MUNICIPAL 2018 TERM TRUST 0.7%
Value ($000) $16,217 Shares 1,097,239 Est. Cost $14.77 Unrealized
MADISON CVRED CALL & EQ STR FD 0.7%
Value ($000) $16,035 Shares 2,104,283 Est. Cost $7.66 Unrealized
GIGCAPITAL, INC ACQ CORP 0.7%
Value ($000) $15,864 Shares 1,617,075 Est. Cost $9.77 Unrealized
NUVEEN OHIO QUALITY INCOME MUN 0.6%
Value ($000) $13,437 Shares 970,156 Est. Cost $14.48 Unrealized
NEW GERMANY FD INC 0.6%
Value ($000) $13,397 Shares 741,004 Est. Cost $14.98 Unrealized
INDUSTREA ACQ CORP 0.6%
Value ($000) $13,378 Shares 1,341,859 Est. Cost $9.75 Unrealized
FIRST TR ABERDEEN GLBL OPP FD 0.6%
Value ($000) $13,240 Shares 1,308,256 Est. Cost $10.42 Unrealized
INVESCO QUALITY MUNI INC TRST 0.5%
Value ($000) $12,119 Shares 1,010,727 Est. Cost $12.51 Unrealized
JAPAN SMALLER CAPTLZTN FD INC 0.5%
Value ($000) $11,925 Shares 1,068,536 Est. Cost $9.58 Unrealized
WESTERN ASSET CLYM INFL OPP IN 0.5%
Value ($000) $11,652 Shares 1,044,111 Est. Cost $11.72 Unrealized
BLACKROCK CORE BD TR 0.5%
Value ($000) $11,481 Shares 886,544 Est. Cost $13.09 Unrealized
SWISS HELVETIA FD INC 0.5%
Value ($000) $11,387 Shares 917,576 Est. Cost $12.53 Unrealized
INVESCO PA VALUE MUN INCOME TR 0.5%
Value ($000) $10,990 Shares 911,290 Est. Cost $12.28 Unrealized
MFS INVT GRADE MUN TR 0.5%
Value ($000) $10,712 Shares 1,155,568 Est. Cost $9.27 Unrealized
SHM SPDR SER TR NUVN BR SHT MUNI 0.5%
Value ($000) $10,372 Shares 216,042 Est. Cost $48.58 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.4%
Value ($000) $10,021 Shares 974,806 Est. Cost $10.91 Unrealized
UNION ACQ CORP 0.4%
Value ($000) $9,741 Shares 1,006,308 Est. Cost $9.58 Unrealized
IVV ISHARES CORE S&P500 ETF 0.4%
Value ($000) $9,373 Shares 33,625 Est. Cost $270.99 Unrealized
BLACKROCK NY MUNICIPAL 2018 TERM TRUST 0.4%
Value ($000) $9,170 Shares 621,727 Est. Cost $14.75 Unrealized
BLACKROCK MUNIYIELD INSURED 0.4%
Value ($000) $8,923 Shares 711,002 Est. Cost $12.57 Unrealized
ATLANTIC ACQ CORP 0.4%
Value ($000) $8,787 Shares 863,174 Est. Cost $9.86 Unrealized
ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC 0.4%
Value ($000) $8,449 Shares 1,201,854 Est. Cost $7.56 Unrealized
XXCHNXX CHINA FD INC 0.4%
Value ($000) $8,116 Shares 396,119 Est. Cost $20.53 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD INC 0.4%
Value ($000) $8,007 Shares 607,979 Est. Cost $13.90 Unrealized
MFS INTER INCOME TR 0.3%
Value ($000) $7,898 Shares 2,062,116 Est. Cost $4.52 Unrealized
BLACKROCK INS MUNI INCOME TR 0.3%
Value ($000) $7,836 Shares 595,808 Est. Cost $13.15 Unrealized
INSIGHT SELECT INCOME FUND 0.3%
Value ($000) $7,558 Shares 404,829 Est. Cost $18.67 Unrealized
XENWX EATON VANCE NEW YORK MUN BD FD 0.3%
Value ($000) $7,124 Shares 635,513 Est. Cost $11.54 Unrealized
KBL MERGER CORP. IV 0.3%
Value ($000) $6,971 Shares 701,270 Est. Cost $9.70 Unrealized
XJEQX ABERDEEN JAPAN EQUITY FUND INC 0.3%
Value ($000) $6,954 Shares 828,882 Est. Cost $7.50 Unrealized
NUVEEN BUILD AMER BD FD 0.3%
Value ($000) $6,450 Shares 313,417 Est. Cost $21.68 Unrealized
BLACK RIDGE ACQ CORP 0.3%
Value ($000) $6,359 Shares 651,540 Est. Cost $9.68 Unrealized
LEGACY ACQ CORP 0.3%
Value ($000) $5,995 Shares 623,800 Est. Cost $9.59 Unrealized
VANGUARD INTERM-TERM CORP BD ETF 0.3%
Value ($000) $5,943 Shares 71,005 Est. Cost $87.39 Unrealized
TEKLA HEALTHCARE OPPORTUNIT FD 0.3%
Value ($000) $5,783 Shares 329,691 Est. Cost $17.39 Unrealized
BISON CAPITAL ACQ CORP 0.2%
Value ($000) $5,523 Shares 550,077 Est. Cost $9.87 Unrealized
I-AM CAPITAL ACQ CORP 0.2%
Value ($000) $5,181 Shares 514,975 Est. Cost $9.87 Unrealized
WESTERN ASSET MUN HI INCM FD 0.2%
Value ($000) $5,003 Shares 690,113 Est. Cost $7.22 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD 0.2%
Value ($000) $4,996 Shares 384,873 Est. Cost $13.65 Unrealized
BLACKROCK INVT QUALITY MUNI 0.2%
Value ($000) $4,701 Shares 331,767 Est. Cost $14.04 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.2%
Value ($000) $4,365 Shares 92,344 Est. Cost $39.33 Unrealized
ALLIANCEBERNSTEIN NATL MUNI INC 0.2%
Value ($000) $4,344 Shares 345,341 Est. Cost $13.37 Unrealized
NUVEEN MUNI 2021 TGT TRM FD 0.2%
Value ($000) $4,190 Shares 437,649 Est. Cost $9.46 Unrealized
SUB ISHARES SHORT TERM NATIONAL MUNI BOND 0.2%
Value ($000) $4,189 Shares 39,848 Est. Cost $105.11 Unrealized
NUVEEN NY DIVID ADVNTG MUN FD 0.2%
Value ($000) $4,137 Shares 328,307 Est. Cost $12.61 Unrealized
DREYFUS MUNICIPAL INCOME INC 0.2%
Value ($000) $3,762 Shares 465,045 Est. Cost $8.09 Unrealized
FEDERATED PREMIER MUNI INC 0.2%
Value ($000) $3,658 Shares 276,900 Est. Cost $14.04 Unrealized
CLOUGH GLBL OPPORTUNITIES FD 0.2%
Value ($000) $3,561 Shares 321,404 Est. Cost $10.88 Unrealized
DRAPER OAKWOOD TECHNOLOGY ACQ CORP 0.1%
Value ($000) $3,355 Shares 335,825 Est. Cost $9.77 Unrealized
BLACKROCK MUNIYIELD CA INSUR 0.1%
Value ($000) $3,296 Shares 245,972 Est. Cost $13.40 Unrealized
INVESCO BD FD 0.1%
Value ($000) $3,271 Shares 185,249 Est. Cost $17.69 Unrealized
MORGAN STANLEY EMER MKTS FD 0.1%
Value ($000) $3,167 Shares 196,729 Est. Cost $15.99 Unrealized
NUVEEN HIGH INCOME DECEMBER 2018 TARGET TERM FUND 0.1%
Value ($000) $2,966 Shares 301,989 Est. Cost $9.87 Unrealized
TAIWAN FD INC 0.1%
Value ($000) $2,866 Shares 144,883 Est. Cost $20.04 Unrealized
BLACKROCK ENH CAP & INC FD INC 0.1%
Value ($000) $2,512 Shares 151,243 Est. Cost $13.80 Unrealized
BIG ROCK PART ACQ CORP 0.1%
Value ($000) $2,506 Shares 252,917 Est. Cost $9.78 Unrealized
MARLIN PARTNERS ACQ CORP 0.1%
Value ($000) $2,453 Shares 247,311 Est. Cost $9.76 Unrealized
XMQTX BLACKROCK MUNIYIELD QUAL II 0.1%
Value ($000) $2,420 Shares 201,168 Est. Cost $12.05 Unrealized
EUROPEAN EQUITY FUND 0.1%
Value ($000) $2,407 Shares 255,512 Est. Cost $7.39 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $2,404 Shares 233,656 Est. Cost $10.29 Unrealized
INVESCO MUN TR 0.1%
Value ($000) $2,392 Shares 203,588 Est. Cost $11.88 Unrealized
GORDON POINTE ACQ CORP 0.1%
Value ($000) $2,304 Shares 234,175 Est. Cost $9.72 Unrealized
HANCOCK JOHN INCOME SECS TR 0.1%
Value ($000) $2,232 Shares 165,850 Est. Cost $13.46 Unrealized
TEMPLETON EMERGING MKTS FD INC 0.1%
Value ($000) $2,152 Shares 146,671 Est. Cost $14.18 Unrealized
WESTERN ASST MN PRT FD INC 0.1%
Value ($000) $2,092 Shares 148,547 Est. Cost $14.08 Unrealized
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $2,037 Shares 69,152 Est. Cost $28.50 Unrealized
BLACKROCK NY MUNI INC QLTY TR 0.1%
Value ($000) $1,993 Shares 160,116 Est. Cost $13.01 Unrealized
BLACKROCK MUNIHOLDINGS NY INSURED FD 0.1%
Value ($000) $1,961 Shares 157,982 Est. Cost $12.41 Unrealized
NUVEEN SELECT TAX FREE INCM PT 0.1%
Value ($000) $1,653 Shares 121,434 Est. Cost $13.51 Unrealized
WESTERN ASSET PREMIER BOND 0.1%
Value ($000) $1,616 Shares 126,615 Est. Cost $12.81 Unrealized
DTF TAX-FREE INCOME INC 0.1%
Value ($000) $1,589 Shares 118,971 Est. Cost $13.36 Unrealized
MORGAN STANLEY ASIA PAC FD INC 0.1%
Value ($000) $1,509 Shares 89,728 Est. Cost $15.45 Unrealized
BLACKROCK MUNIYIELD NY INSUR 0.1%
Value ($000) $1,467 Shares 123,077 Est. Cost $12.40 Unrealized
EATON VANCE MUNICIPAL INCOME 0.1%
Value ($000) $1,418 Shares 119,128 Est. Cost $12.10 Unrealized
WESTERN ASSET CLYM INFL SEC IN 0.1%
Value ($000) $1,357 Shares 118,750 Est. Cost $11.59 Unrealized
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $1,338 Shares 29,720 Est. Cost $39.12 Unrealized
VANECK VECTORS ETF TR AMT FREE SHORT 0.1%
Value ($000) $1,325 Shares 76,743 Est. Cost $17.24 Unrealized
BLACKROCK NEW YORK MUNI INC 0.1%
Value ($000) $1,313 Shares 104,017 Est. Cost $12.62 Unrealized
BLV VANGUARD BD INDEX FD INC LONG TERM BOND 0.1%
Value ($000) $1,266 Shares 14,146 Est. Cost $95.83 Unrealized
EAGLE GROWTH & INCOME FUND 0.1%
Value ($000) $1,234 Shares 78,834 Est. Cost $15.65 Unrealized
PETROLEUM & RESOURCES CORP 0.1%
Value ($000) $1,224 Shares 61,521 Est. Cost $19.90 Unrealized
OPES ACQ CORP 0.1%
Value ($000) $1,200 Shares 119,325 Est. Cost $10.05 Unrealized
EATON VANCE MI MUNI INCOME TR 0.1%
Value ($000) $1,187 Shares 91,853 Est. Cost $12.33 Unrealized
NUVEEN SELECT TAX FREE INCM PT 0.1%
Value ($000) $1,145 Shares 79,895 Est. Cost $14.24 Unrealized
MORGAN STANLEY INDIA INVS FD 0.0%
Value ($000) $1,087 Shares 41,112 Est. Cost $26.68 Unrealized
XNYVX NUVEEN NY MUNI VALUE FUND 2 0.0%
Value ($000) $1,077 Shares 78,795 Est. Cost $13.65 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 0.0%
Value ($000) $1,052 Shares 24,596 Est. Cost $36.53 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $945 Shares 11,442 Est. Cost $56.19 Unrealized -0.1%
EATON VANCE CA MUNI INC TRST 0.0%
Value ($000) $929 Shares 80,886 Est. Cost $11.91 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $922 Shares 4,240 Est. Cost $135.96 Unrealized +46.9%
NUVEEN SELECT TAX FREE INCM 3 0.0%
Value ($000) $903 Shares 61,807 Est. Cost $14.22 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $833 Shares 60,437 Est. Cost $13.78 Unrealized
PUTNAM MANAGED MUN INCOM TR 0.0%
Value ($000) $797 Shares 113,398 Est. Cost $7.10 Unrealized
VOYA ASIA PAC DIVID EQUITY IN 0.0%
Value ($000) $769 Shares 82,404 Est. Cost $10.33 Unrealized
COHEN & STEERS GLOBAL INC BLDR 0.0%
Value ($000) $762 Shares 78,506 Est. Cost $9.88 Unrealized
DWS MULTI-MARKET INCOME TRUST 0.0%
Value ($000) $715 Shares 81,025 Est. Cost $8.78 Unrealized
TEKLA HEATHCARE INVESTORS 0.0%
Value ($000) $694 Shares 30,903 Est. Cost $22.46 Unrealized
EATON VANCE PA MUNI INCOME TR 0.0%
Value ($000) $693 Shares 61,023 Est. Cost $11.81 Unrealized
INVESCO VRDO TAX-FREE WEEKLY ETF 0.0%
Value ($000) $679 Shares 27,293 Est. Cost $24.88 Unrealized
KAYNE ANDERSON ACQ CORP 0.0%
Value ($000) $650 Shares 65,625 Est. Cost $9.73 Unrealized
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $638 Shares 30,481 Est. Cost $24.86 Unrealized
NUVEEN BUILD AMER BD OPPTNY FD 0.0%
Value ($000) $620 Shares 28,042 Est. Cost $22.52 Unrealized
BLACKROCK MUNI NY INT DUR FD 0.0%
Value ($000) $614 Shares 48,367 Est. Cost $13.59 Unrealized
INVESCO ADVANTAGE MUNICIPAL INC 0.0%
Value ($000) $612 Shares 57,271 Est. Cost $10.62 Unrealized
IEI ISHARES TR 3-7 YR TR BD ETF 0.0%
Value ($000) $606 Shares 5,050 Est. Cost $122.44 Unrealized
CONSTELLATION BRANDS INC CL B 0.0%
Value ($000) $586 Shares 2,696 Est. Cost $227.37 Unrealized
EATON VANCE OH MUNI INCOME TR 0.0%
Value ($000) $580 Shares 46,789 Est. Cost $13.25 Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $551 Shares 5,406 Est. Cost $76.83 Unrealized +16.8%
HD HOME DEPOT INC 0.0%
Value ($000) $516 Shares 2,616 Est. Cost $141.67 Unrealized +9.4%
XMHIX PIONEER MUNI HI INCOME TRUST 0.0%
Value ($000) $494 Shares 43,253 Est. Cost $11.62 Unrealized
PLATINUM EAGLE ACQ CORP 0.0%
Value ($000) $487 Shares 50,000 Est. Cost $9.86 Unrealized
OPES ACQ CORP 0.0%
Value ($000) $429 Shares 44,050 Est. Cost $9.71 Unrealized
BLACKROCK MUNIHOLDINGS IN II 0.0%
Value ($000) $410 Shares 33,716 Est. Cost $12.16 Unrealized
EATON VANCE NY MUNICIPAL INC 0.0%
Value ($000) $400 Shares 32,769 Est. Cost $12.69 Unrealized
AON PLC 0.0%
Value ($000) $374 Shares 2,626 Est. Cost $142.42 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $355 Shares 3,287 Est. Cost $97.28 Unrealized -0.1%
BLACKROCK NEW YORK MUN II 0.0%
Value ($000) $347 Shares 27,196 Est. Cost $12.76 Unrealized
IEUR ISHARES TR CORE MSCI EURO 0.0%
Value ($000) $326 Shares 6,800 Est. Cost $43.97 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $326 Shares 4,690 Est. Cost $46.69 Unrealized +10.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $310 Shares 2,460 Est. Cost $106.29 Unrealized -5.3%
PIONEER HIGH INCOME TRUST 0.0%
Value ($000) $305 Shares 32,625 Est. Cost $9.38 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $300 Shares 2,852 Est. Cost $91.53 Unrealized -13.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.0%
Value ($000) $297 Shares 1,564 Est. Cost $171.84 Unrealized +13.4%
PEP PEPSICO INC COM 0.0%
Value ($000) $282 Shares 2,500 Est. Cost $88.99 Unrealized -8.2%
ORCL ORACLE CORP 0.0%
Value ($000) $274 Shares 5,758 Est. Cost $43.49 Unrealized -5.3%
NUE NUCOR CORP 0.0%
Value ($000) $266 Shares 4,168 Est. Cost $50.16 Unrealized +7.9%
WPC W P CAREY INC 0.0%
Value ($000) $259 Shares 3,889 Est. Cost $62.23 Unrealized
DOWDUPOINT INC 0.0%
Value ($000) $259 Shares 3,906 Est. Cost $70.68 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $237 Shares 2,050 Est. Cost $44.55 Unrealized -4.2%
BLACKROCK STRATEGIC MUNICIPL 0.0%
Value ($000) $232 Shares 18,260 Est. Cost $12.71 Unrealized
NOVT NOVANTA INC 0.0%
Value ($000) $229 Shares 3,485 Est. Cost $61.14 Unrealized 0.0%
WESTERN ASSET HIGH YIELD DEFINE 0.0%
Value ($000) $225 Shares 15,500 Est. Cost $15.10 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $224 Shares 2,109 Est. Cost $81.57 Unrealized +9.1%
NUVEEN SELECT MAT MUNI FD 0.0%
Value ($000) $218 Shares 22,297 Est. Cost $9.73 Unrealized
BLACKROCK FL MUNI 2020 TERM 0.0%
Value ($000) $209 Shares 14,613 Est. Cost $14.30 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $207 Shares 3,712 Est. Cost $40.63 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $207 Shares 5,569 Est. Cost $24.30 Unrealized 0.0%
BLACKROCK NY MUNICIPAL BOND TR 0.0%
Value ($000) $205 Shares 15,655 Est. Cost $13.09 Unrealized
NEUBERGER BERMAN NY INTMD MU 0.0%
Value ($000) $195 Shares 16,914 Est. Cost $12.17 Unrealized
ALLIANCE CALIF MUN INCOME FD 0.0%
Value ($000) $191 Shares 14,500 Est. Cost $13.38 Unrealized
WESTERN ASSET INCOME FD 0.0%
Value ($000) $154 Shares 11,269 Est. Cost $13.67 Unrealized
EATON VANCE INSD OH MU BD 0.0%
Value ($000) $132 Shares 11,400 Est. Cost $11.58 Unrealized
EATON VANCE PA MUN BD FD 0.0%
Value ($000) $132 Shares 10,844 Est. Cost $12.61 Unrealized