Consolidated Portfolio Review Corp Boulder Growth & Income Fund Transaction History
Consolidated Portfolio Review Corp
- $723 Billion
- Q2 2025
A detailed history of Consolidated Portfolio Review Corp transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 204,998 shares of STEW stock, worth $3.66 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
204,998
Previous 201,973
1.5%
Holding current value
$3.66 Million
Previous $3.48 Billion
4.03%
% of portfolio
0.5%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding STEW
# of Institutions
125Shares Held
16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.49MShares$44.4 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.21MShares$21.7 Million8.94% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.16MShares$20.8 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC968KShares$17.3 Million13.46% of portfolio
-
1607 Capital Partners, LLC Richmond, VA785KShares$14 Million1.09% of portfolio
About BOULDER GROWTH & INCOME FUND
- Ticker STEW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...