Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
51,898
5 transactions
Total Sold
43,039
5 transactions
Net
+8,859
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
1607 Capital Partners, LLC363,863407,364+43,5010.260.33+0.07buy
GARDNER RUSSO & QUINN LLC279,368283,350+3,9820.020.03+0.00buy
Shaker Financial Services, LLC323,974327,809+3,8351.061.11+0.05buy
Bulldog Investors, LLP236,992237,472+4800.710.71+0.00buy
Uncommon Cents Investing LLC91,80091,900+1000.230.23-0.00buy
Dynamic Advisor Solutions LLC22,03920,479-1,5600.010.01-0.00sell
SageView Advisory Group, LLC17,77711,834-5,9430.010.01-0.00sell
CSS LLC/IL301,168290,275-10,8930.120.12-0.01sell
AQR Arbitrage LLC50,42339,365-11,0580.010.01-0.00sell
Karpus Management, Inc.226,075212,490-13,5850.050.05+0.00sell
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