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. | Walleye Capital Will England | 22,539 | $558,967 | -17% | 0% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 8,984 | $222,803 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.30 | 518 | $11,033.40 | 518 | 2025-04-08 | Filing | |
| $21.97 | 459 | $10,084.23 | 459 | 2025-01-14 | Filing | |
| $22.38 | 505 | $11,301.90 | 1,165 | 2024-12-23 | Filing | |
| $21.58 | 701 | $15,120.00 | 701 | 2024-01-02 | Filing | |
| $17.06 | 650 | $11,088.55 | 650 | 2023-10-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.20 | 0 | $5.67 | 293 | 2022-08-08 | Filing | |
| $25.09 | 800 | $20,072.00 | 294 | 2022-08-05 | Filing | |
| $25.10 | 1,173 | $29,442.30 | 1,094 | 2022-08-05 | Filing | |
| $24.30 | 145 | $3,523.50 | 549 | 2016-09-30 | Filing | |
| $18.03 | 900 | $16,227.00 | 0 | 2012-11-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 747,625 | $18,541,100 | 0% | |
| 2. | 523,803 | $12,990,314 | 0% | |
| 3. | 481,551 | $11,942,465 | 0.02% | |
| 4. | 415,313 | $10,299,763 | 0% | |
| 5. | 372,549 | $9,239,215 | 0.07% |