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. | Balyasny Asset Management Dmitry Balyasny | 0 | $0 | 0% | |
| 2. | Walleye Capital Will England | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.74 | 1 | $16.75 | 468 | 2026-05-06 | Filing | |
| $25.67 | 2 | $51.34 | 467 | 2026-05-06 | Filing | |
| $25.66 | 465 | $11,931.90 | 465 | 2026-05-06 | Filing | |
| $24.09 | 415 | $10,000.99 | 415 | 2026-01-26 | Filing | |
| $21.30 | 518 | $11,033.40 | 518 | 2025-04-08 | 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. | 776,442 | $19,232,468 | 0% | |
| 2. | 493,002 | $12,211,660 | 0.02% | |
| 3. | 482,300 | $11,946,574 | 0% | |
| 4. | 470,487 | $11,653,963 | 0% | |
| 5. | 372,414 | $9,224,694 | 0% |