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. | Almitas Capital Ron Mass | 0 | $0 | 0% | |
2. | Flow State Investments Joseph Scoby | 0 | $0 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$22.38 | 505 | Other | 1,165 | 2024-12-23 | Filing | |
$21.58 | 701 | Director | 701 | 2024-01-02 | Filing | |
$17.06 | 650 | Director | 650 | 2023-10-12 | Filing | |
$21.03 | 475 | Other | 475 | 2020-11-17 | Filing | |
$20.24 | 742 | Other | 742 | 2016-01-04 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$25.20 | 0 | Other | 293 | 2022-08-08 | Filing | |
$25.09 | 800 | Other | 294 | 2022-08-05 | Filing | |
$25.10 | 1,173 | Other | 1,094 | 2022-08-05 | Filing | |
$24.30 | 145 | Other | 549 | 2016-09-30 | Filing | |
$18.03 | 900 | Other | 0 | 2012-11-21 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 650,484 | $12,339,681 | 0% | |
2. | 432,581 | $8,206,062 | 0% | |
3. | 388,005 | $7,360,453 | 0% | |
4. | 321,812 | $6,104,765 | 0% | |
5. | 235,956 | $4,476,085 | 0.03% |