Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
586,337
7 transactions
Total Sold
397,879
4 transactions
Net
+188,458
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Matisse Capital407,269609,000+201,7311.031.45+0.42buy
Logan Stone Capital, LLC27,811198,157+170,3460.050.25+0.20buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,274168,610+80,3360.080.12+0.05buy
Shaker Financial Services, LLC322,395393,170+70,7750.670.73+0.07buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.35,90997,847+61,9380.010.04+0.02buy
Uncommon Cents Investing LLC84,37285,036+6640.120.11-0.01buy
Bulldog Investors, LLP39,78740,334+5470.050.05-0.00buy
TrueMark Investments, LLC10,74910,189-5600.010.01-0.00sell
Alpine Global Management, LLC81,27458,859-22,4150.070.06-0.02sell
ICON ADVISERS INC/CO500,294446,220-54,0740.690.50-0.19sell
RIVERNORTH CAPITAL MANAGEMENT, LLC331,01910,189-320,8300.100.00-0.10sell
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