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 | 6,097,170 | $147,246,656 | +16% | 3.45% |
2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 301,339 | $7,277,668 | +101% | 1.9% |
3. | Jones Road Capital Management Aaron Wertentheil | 200,000 | $4,830,000 | 2.34% | |
4. | GAMCO Investors Mario Gabelli | 10,000 | $241,500 | 0% | |
5. | Ancora Advisors Frederick Disanto | 6,828 | $164,896 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$24.96 | 300 | Director | 2,206 | 2025-02-12 | Filing | |
$24.81 | 300 | Director, Other | 145,812 | 2025-01-17 | Filing | |
$24.83 | 2,000 | Director, Other | 145,512 | 2025-01-17 | Filing | |
$10.00 | 3,131,500 | Large Shareholder, Director, Other | 3,131,500 | 2024-10-11 | Filing | |
$10.00 | 80,000 | Large Shareholder, Director, Other | 80,000 | 2024-10-11 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$20.92 | 4,000 | Director, Other | 626,000 | 2023-06-08 | Filing | |
$20.41 | 1,500 | Director, Other | 139,313 | 2022-11-07 | Filing | |
$22.66 | 2,063 | Director, Other | 140,813 | 2022-08-19 | Filing | |
$25.36 | 2,000 | Director | 2,620 | 2022-02-10 | Filing | |
$20.26 | 5,218 | Director, Other | 630,000 | 2022-06-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 518 | $12,499 | 0% | |
2. | 365 | $8,807 | 0% |