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 | 2,174,441 | $49,968,654 | +124% | 0.85% |
2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 133,595 | $3,070,013 | +9% | 1.01% |
3. | Ancora Advisors Frederick Disanto | 7,328 | $168,397 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$22.75 | 200 | Director | 200 | 2024-06-11 | Filing | |
$22.38 | 12 | Officer | 12 | 2024-02-22 | Filing | |
$21.05 | 4,000 | Officer | 4,000 | 2022-03-14 | Filing | |
$24.60 | 150 | Director | 150 | 2022-02-17 | Filing | |
$19.05 | 10,000 | Director | 10,000 | 2020-09-16 | 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. | 6,488,758 | $140,416,766 | 0.01% | |
2. | 1,770,745 | $38,318,932 | 1.16% | |
3. | 1,543,253 | $33,395,978 | 0% | |
4. | 1,234,773 | $26,720,488 | 1.17% | |
5. | 1,030,809 | $22,306,704 | 0% |