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. | Saba Capital Boaz Weinstein | 6,768,149 | $176,039,555 | +7% | 4.14% |
2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 301,028 | $7,829,738 | -1% | 1.98% |
3. | AQR Capital Management Cliff Asness | 11,739 | $305,331 | 0% | |
4. | GAMCO Investors Mario Gabelli | 10,000 | $260,100 | -40% | 0% |
5. | Ancora Advisors Frederick Disanto | 6,328 | $164,591 | -8% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$24.96 | 300 | $7,488.00 | 2,206 | 2025-02-12 | Filing | |
$24.81 | 300 | $7,443.00 | 145,812 | 2025-01-17 | Filing | |
$24.83 | 2,000 | $49,657.40 | 145,512 | 2025-01-17 | Filing | |
$10.00 | 3,131,500 | $31,315,000.00 | 3,131,500 | 2024-10-11 | Filing | |
$10.00 | 80,000 | $800,000.00 | 80,000 | 2024-10-11 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$20.92 | 4,000 | $83,678.40 | 626,000 | 2023-06-08 | Filing | |
$20.41 | 1,500 | $30,620.85 | 139,313 | 2022-11-07 | Filing | |
$22.66 | 2,063 | $46,740.98 | 140,813 | 2022-08-19 | Filing | |
$25.36 | 2,000 | $50,721.00 | 2,620 | 2022-02-10 | Filing | |
$20.26 | 5,218 | $105,718.25 | 630,000 | 2022-06-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 8,359,874 | $217,440,350 | 0.01% | |
2. | 1,788,008 | $46,506,101 | 1.5% | |
3. | 1,359,134 | $35,351,080 | 0.01% | |
4. | 1,261,289 | $32,806,135 | 0.01% | |
5. | 632,865 | $16,460,819 | 0.03% |