Shaker Financial Services LLC decreased its position in Total Return Securities, Inc. (NYSE:SWZ - Free Report) by 65.9% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 86,088 shares of the closed-end fund's stock after selling 166,473 shares during the quarter. Shaker Financial Services LLC owned approximately 0.66% of Total Return Securities worth $794,000 at the end of the most recent quarter.
Other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE lifted its holdings in Total Return Securities by 375.2% in the fourth quarter. Bank of America Corp DE now owns 13,672 shares of the closed-end fund's stock valued at $102,000 after acquiring an additional 10,795 shares during the period. Tabor Asset Management LP bought a new position in Total Return Securities in the first quarter valued at about $278,000. Logan Stone Capital LLC bought a new position in Total Return Securities in the fourth quarter valued at about $238,000. Blue Bell Private Wealth Management LLC lifted its holdings in Total Return Securities by 7.3% in the first quarter. Blue Bell Private Wealth Management LLC now owns 98,002 shares of the closed-end fund's stock valued at $904,000 after acquiring an additional 6,685 shares during the period. Finally, Uncommon Cents Investing LLC increased its position in Total Return Securities by 8.7% in the first quarter. Uncommon Cents Investing LLC now owns 100,130 shares of the closed-end fund's stock worth $923,000 after buying an additional 8,030 shares in the last quarter. Institutional investors own 41.12% of the company's stock.
Total Return Securities Stock Performance
SWZ traded down $0.00 during midday trading on Friday, reaching $6.13. The company had a trading volume of 62,241 shares, compared to its average volume of 55,420. The business has a 50-day moving average of $6.26 and a two-hundred day moving average of $7.39. Total Return Securities, Inc. has a 1 year low of $6.00 and a 1 year high of $9.43.
Total Return Securities Company Profile
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Free Report)
The Swiss Helvetia Fund Inc is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations.
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