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. | 685,066 | $18,585,841 | 0.03% | |
| 2. | 163,360 | $4,443,381 | 0.01% | |
| 3. | 133,958 | $3,634,281 | 0.55% | |
| 4. | 91,222 | $2,474,853 | 0.34% | |
| 5. | 80,838 | $2,193,140 | 0.53% |