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Total Return Securities (NYSE:SWZ) Stock Passes Above 50-Day Moving Average - Here's What Happened

Total Return Securities logo with Finance background

Key Points

  • Total Return Securities (NYSE:SWZ) saw its stock price rise above the fifty-day moving average, currently trading at $6.22, after reaching a high of $6.43 during the day.
  • Institutional ownership of Total Return Securities has increased, with notable investments from Saba Capital Management, Envestnet Asset Management, and 1607 Capital Partners during the recent quarters.
  • The Swiss Helvetia Fund Inc, which manages Total Return Securities, primarily invests in value stocks across various sectors within the Swiss public equity markets.
  • MarketBeat previews top five stocks to own in September.

Total Return Securities, Inc. (NYSE:SWZ - Get Free Report) crossed above its fifty day moving average during trading on Tuesday . The stock has a fifty day moving average of $6.29 and traded as high as $6.43. Total Return Securities shares last traded at $6.22, with a volume of 7,137 shares.

Total Return Securities Stock Performance

The company's fifty day moving average price is $6.28 and its two-hundred day moving average price is $7.49.

Institutional Trading of Total Return Securities

A number of hedge funds and other institutional investors have recently modified their holdings of SWZ. North Ground Capital acquired a new stake in shares of Total Return Securities in the first quarter valued at approximately $44,000. Bank of America Corp DE increased its holdings in shares of 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 purchasing an additional 10,795 shares in the last quarter. Beverly Hills Private Wealth LLC bought a new position in Total Return Securities in the second quarter valued at approximately $122,000. Logan Stone Capital LLC acquired a new stake in Total Return Securities during the 4th quarter worth $238,000. Finally, Tabor Asset Management LP acquired a new stake in Total Return Securities during the 1st quarter worth $278,000. Institutional investors and hedge funds own 41.12% of the company's stock.

About Total Return Securities

(Get 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.

See Also

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