Stock TransactionsTOTAL RETURN SECURITIES FUND

Total Bought
161,743
5 transactions
Total Sold
81,042
2 transactions
Net
+80,701
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Karpus Management, Inc.212,490275,120+62,6300.050.06+0.01buy
1607 Capital Partners, LLC407,364459,592+52,2280.330.28-0.06buy
UHLMANN PRICE SECURITIES, LLC99,685140,919+41,2340.710.80+0.09buy
GARDNER RUSSO & QUINN LLC283,350288,801+5,4510.030.02-0.00buy
Uncommon Cents Investing LLC91,90092,100+2000.230.21-0.03buy
AQR Arbitrage LLC39,36533,571-5,7940.010.01-0.00sell
Shaker Financial Services, LLC327,809252,561-75,2481.110.72-0.38sell
Page 1 of 1