Retirement Planning CO Of New England, Inc. Boulder Growth & Income Fund Transaction History

Retirement Planning CO Of New England, Inc.

$182 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$13.56 - $14.99 $65,711 - $72,641	-4,846 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$12.95 - $14.25 $62,755 - $69,055	4,846 New	4,846 $68,000

Others Institutions Holding STEW

# of Institutions

114

Shares Held

15.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.21M
Shares

$48.5 Million
0.0% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

1.23M
Shares

$18.5 Million
7.95% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.12M
Shares

$16.9 Million
0.08% of portfolio
Allspring Global Investments Holdings, LLC

1.01M
Shares

$15.3 Million
0.02% of portfolio
Shaker Financial Services, LLC

679K
Shares

$10.3 Million
3.99% of portfolio

View Full List

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...

More about STEW

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