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 | 6,348,579 | $153,191,211 | +5% | 4.14% |
2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 301,228 | $7,268,632 | -1% | 1.97% |
3. | Jones Road Capital Management Aaron Wertentheil | 236,000 | $5,694,680 | +18% | 3.56% |
4. | GAMCO Investors Mario Gabelli | 16,586 | $400,220 | +66% | 0% |
5. | Ancora Advisors Frederick Disanto | 6,828 | $164,760 | 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. | 8,079,427 | $194,956,607 | 0.01% | |
2. | 1,772,709 | $42,775,480 | 1.39% | |
3. | 1,408,989 | $33,998,901 | 0.01% | |
4. | 1,328,110 | $32,047,295 | 0.01% | |
5. | 652,900 | $15,754,476 | 0% |