Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
71,550
7 transactions
Total Sold
34,521
4 transactions
Net
+37,029
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Shaker Financial Services, LLC292,378323,974+31,5960.901.06+0.16buy
1607 Capital Partners, LLC352,012363,863+11,8510.230.26+0.04buy
AQR Arbitrage LLC39,27350,423+11,1500.010.01-0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.15,34123,298+7,9570.010.02+0.01buy
GARDNER RUSSO & QUINN LLC274,948279,368+4,4200.020.02+0.00buy
Karpus Management, Inc.223,655226,075+2,4200.050.05+0.00buy
Uncommon Cents Investing LLC89,64491,800+2,1560.220.23+0.02buy
Bulldog Investors, LLP237,472236,992-4800.620.71+0.09sell
Dynamic Advisor Solutions LLC23,07222,039-1,0330.010.01-0.00sell
CSS LLC/IL304,804301,168-3,6360.140.12-0.02sell
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD75,05145,679-29,3720.050.03-0.02sell
Page 1 of 1