Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
109,618
5 transactions
Total Sold
636,450
4 transactions
Net
-526,832
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
CSS LLC/IL290,275377,658+87,3830.100.19+0.10buy
Uncommon Cents Investing LLC92,100100,130+8,0300.210.27+0.07buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC91,31798,002+6,6850.130.17+0.04buy
GARDNER RUSSO & QUINN LLC288,801293,403+4,6020.020.03+0.01buy
UHLMANN PRICE SECURITIES, LLC140,919143,837+2,9180.800.98+0.18buy
AQR Arbitrage LLC33,57110,867-22,7040.010.00-0.00sell
Karpus Management, Inc.275,120247,460-27,6600.060.07+0.01sell
Shaker Financial Services, LLC252,56186,088-166,4730.720.31-0.42sell
1607 Capital Partners, LLC459,59239,979-419,6130.280.03-0.25sell
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