3 CEFs For Tax-Efficient Total Return
Income investors with large taxable accounts are consistently focused on maximizing their total return and minimizing the impact of taxes on their nest egg.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 13,329 | $281,642 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.59 | 350 | $6,504.75 | 1,350 | 2025-03-20 | Filing | |
| $19.07 | 1,000 | $19,066.70 | 1,000 | 2025-02-26 | Filing | |
| $19.14 | 10,000 | $191,400.00 | 10,000 | 2025-02-20 | Filing | |
| $16.00 | 3,943 | $63,088.00 | 3,943 | 2023-08-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.30 | 1,417 | $31,600.23 | 1 | 2025-12-03 | Filing | |
| $20.75 | 800 | $16,599.92 | 3,513 | 2025-08-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,536,932 | $53,605,374 | 0% | |
| 2. | 2,271,568 | $47,998,232 | 0.01% | |
| 3. | 1,334,757 | $28,203,425 | 0% | |
| 4. | 1,195,167 | $25,253,879 | 0.83% | |
| 5. | 688,024 | $14,537,943 | 0% |