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 | 28,906 | $636,510 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$21.30 | 518 | Director | 518 | 2025-04-08 | Filing | |
$21.97 | 459 | Other | 459 | 2025-01-14 | Filing | |
$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 |
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. | 102,602 | $2,455,266 | 0.4% | |
2. | 88,223 | $2,111,177 | 0.05% | |
3. | 44,075 | $1,054,715 | 0.05% | |
4. | 42,182 | $1,009,402 | 0% | |
5. | 28,773 | $688,543 | 0.37% |