Uncommon Cents Investing LLC increased its stake in Total Return Securities, Inc. (NYSE:SWZ – Free Report) by 23.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 123,930 shares of the closed-end fund’s stock after acquiring an additional 23,800 shares during the period. Uncommon Cents Investing LLC owned approximately 0.95% of Total Return Securities worth $786,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. North Ground Capital purchased a new position in Total Return Securities in the first quarter valued at $44,000. Blue Bell Private Wealth Management LLC raised its position in shares of Total Return Securities by 7.3% during the 1st quarter. Blue Bell Private Wealth Management LLC now owns 98,002 shares of the closed-end fund’s stock worth $904,000 after acquiring an additional 6,685 shares in the last quarter. Bank of America Corp DE boosted 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 purchasing an additional 10,795 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in Total Return Securities by 9.9% in the first quarter. Envestnet Asset Management Inc. now owns 164,184 shares of the closed-end fund’s stock valued at $1,514,000 after purchasing an additional 14,818 shares during the last quarter. Finally, Tabor Asset Management LP acquired a new stake in Total Return Securities during the first quarter worth approximately $278,000. Institutional investors and hedge funds own 41.12% of the company’s stock.
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Total Return Securities Stock Performance
Shares of Total Return Securities stock opened at $6.06 on Friday. The company has a fifty day simple moving average of $6.12 and a 200-day simple moving average of $6.72. Total Return Securities, Inc. has a 12-month low of $5.99 and a 12-month high of $9.43.
Total Return Securities Company Profile
(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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Uncommon Cents Investing LLC Raises Stock Position in Total Return Securities, Inc. $SWZ
