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 | $279,109 | 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 |
---|---|---|---|---|---|---|
$20.75 | 800 | $16,599.92 | 3,513 | 2025-08-13 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,483,038 | $51,994,822 | 0% | |
2. | 2,290,367 | $47,960,285 | 0.01% | |
3. | 1,337,856 | $28,014,704 | 0% | |
4. | 1,195,167 | $25,026,797 | 0.86% | |
5. | 774,459 | $16,217,170 | 0.52% |