Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
65,957
8 transactions
Total Sold
1,085
2 transactions
Net
+64,872
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Karpus Management, Inc.182,830223,655+40,8250.050.05+0.01buy
CSS LLC/IL298,083304,804+6,7210.140.14-0.00buy
AQR Arbitrage LLC32,97939,273+6,2940.010.01-0.00buy
GARDNER RUSSO & QUINN LLC270,504274,948+4,4440.020.02-0.00buy
Shaker Financial Services, LLC288,658292,378+3,7200.970.90-0.07buy
1607 Capital Partners, LLC349,903352,012+2,1090.200.23+0.03buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.13,79515,341+1,5460.010.01+0.00buy
Dynamic Advisor Solutions LLC22,77423,072+2980.010.01-0.00buy
Bulldog Investors, LLP237,952237,472-4800.640.62-0.02sell
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC91,92291,317-6050.180.16-0.02sell
Page 1 of 1