Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
181,530
6 transactions
Total Sold
20,714
4 transactions
Net
+160,816
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Karpus Management, Inc.27,920182,830+154,9100.010.05+0.04buy
1607 Capital Partners, LLC336,446349,903+13,4570.190.20+0.01buy
AQR Arbitrage LLC28,52932,979+4,4500.010.01+0.00buy
GARDNER RUSSO & QUINN LLC266,253270,504+4,2510.020.02+0.00buy
Shaker Financial Services, LLC284,676288,658+3,9821.010.97-0.04buy
Bulldog Investors, LLP237,472237,952+4800.630.64+0.01buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC93,01491,922-1,0920.190.18-0.01sell
CSS LLC/IL300,583298,083-2,5000.150.14-0.01sell
Dynamic Advisor Solutions LLC27,62922,774-4,8550.010.01-0.00sell
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD87,31875,051-12,2670.060.05-0.01sell
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