Integrated Capital Management, Inc. Boulder Growth & Income Fund Transaction History
Integrated Capital Management, Inc.
- $120 Million
- Q4 2024
A detailed history of Integrated Capital Management, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Integrated Capital Management, Inc. holds 14,060 shares of STEW stock, worth $233,114. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,060
Previous 14,065
0.04%
Holding current value
$233,114
Previous $222,000
1.35%
% of portfolio
0.19%
Previous 0.18%
Shares
18 transactions
Others Institutions Holding STEW
# of Institutions
124Shares Held
15.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.73MShares$45.2 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$20.3 Million9.75% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.9 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC926KShares$15.4 Million10.9% of portfolio
-
Allspring Global Investments Holdings, LLC814KShares$13.5 Million0.02% 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...