Mccarter Private Wealth Services LLC purchased a new position in Total Return Securities, Inc. (NYSE:SWZ – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,459 shares of the closed-end fund’s stock, valued at approximately $92,000.
A number of other institutional investors also recently bought and sold shares of SWZ. North Ground Capital bought a new position in Total Return Securities in the first quarter worth about $44,000. Bank of America Corp DE raised its stake 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 worth $102,000 after buying 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 worth about $122,000. Tabor Asset Management LP bought a new position in Total Return Securities in the first quarter worth about $278,000. Finally, Uncommon Cents Investing LLC raised its stake in Total Return Securities by 23.8% in the second quarter. Uncommon Cents Investing LLC now owns 123,930 shares of the closed-end fund’s stock worth $786,000 after buying an additional 23,800 shares in the last quarter. 41.12% of the stock is owned by institutional investors.
Total Return Securities Price Performance
SWZ stock opened at $5.92 on Friday. Total Return Securities, Inc. has a 1 year low of $5.84 and a 1 year high of $9.43. The firm has a 50-day moving average of $6.04 and a 200 day moving average of $6.18.
About Total Return Securities
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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