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Insider Information:   Goldstein Phillip
Relationship:   10% Owner
City:   Pleasantville
State:   NY
   
Insider Summary:
  
   
Companies Owned :   14    
Direct Shares   1,193,329    

Indirect Shares

   6,538,662      
Direct Value   $2,865,587    

Indirect Value

   $955,795      
Total Shares   7,731,991      
Total Value   $3,821,382      


Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100 Aberdeen First Israel Fund $0 Aberdeen Emerging Markets $0 Mexico Equity & Income Fund Inc $98,670 Special Opportunities Fund Inc $408,594 ASA Gold & Precious Metals Ltd $42,600 Korea Equity Fund Inc $0 Imperial Holdings, Llc $45,105 Virtus Total Return Fund $0 Brookfield Dtla Fund Office Trust Investor Inc. $0 Swiss Helvetia Fund $136,781 Putnam High Income Bond Fund $1,661,736 Herzfeld Caribbean $472,100
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    21   
    57    

     Stock price went up :
    13   
    39    
     Stock price went down :
    8   
    18    
   
     Gain/Loss Ratio :
   1.6   
   2.2   
     Percentage Gain/Loss :
   6.6%
 1,040.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Aberdeen First Israel Fund ISL Director 2006-12-27 525 2005-08-18 0    Premium*  
            Aberdeen Emerging Markets ETF Director 2007-05-11 16,285 2007-05-11 693,599    Premium*  
            Mexico Equity & Income Fund Inc MXE Director 2021-10-15 10,002 2013-04-29 0    Premium*  
            Special Opportunities Fund Inc SPE Chairman and Secretary... 2023-12-28 31,822 2020-07-22 1,000    Premium*  
            ASA Gold & Precious Metals Ltd ASA Director 2013-06-20 2,400 2009-12-17 0    Premium*  
            Korea Equity Fund Inc KEF Director 2010-12-27 3,562 2010-09-21 732,551    Premium*  
            Imperial Holdings, Llc IFT Director, 10% Owner 2016-06-02 204,976 2016-06-02 4,285,185    Premium*  
            MVC Capital MVC 2020-12-23 0 2018-10-10 0    Premium*  
            Virtus Total Return Fund DCA See Explanation of Res... 2016-09-14 457,988 0    Premium*  
            Crossroads Capital Inc XRDC Director, 10% Owner 0 2017-06-07 826,327    Premium*  
            Brookfield Dtla Fund Office Trus... DTLAP 2019-01-02 682 2019-01-02 0    Premium*  
            Swiss Helvetia Fund SWZ Director 2021-07-02 16,783 2019-01-02 0    Premium*  
            Putnam High Income Bond Fund PCF Director 2023-04-21 244,373 2019-10-16 0    Premium*  
            Herzfeld Caribbean CUBA 10% Owner 2020-04-17 203,931 0    Premium*  
* Premium Members only  

Records found :    366         Free Registration Required For Full Results.    Limit: 25

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  Page 9 of 15
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-09 4 B $4.57 $4,454 D/D 975 139,550 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-10 4 B $4.57 $1,737 D/D 380 139,930 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-11 4 B $4.60 $584 D/D 127 140,057 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-12 4 B $4.61 $2,088 D/D 453 140,510 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-08-15 4 B $4.61 $2,523 D/D 547 141,057 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-06 4 B $4.67 $7,936 D/D 1,698 142,755 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-08 4 B $4.66 $14,181 D/D 3,045 145,800 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-09 4 B $4.59 $5,022 D/D 1,093 146,893 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-13 4 B $4.54 $5,725 D/D 1,261 148,154 2.37 -
DCA Virtus Total Return Fund See Explanation of Responses   –       –       •   2016-09-14 4 B $4.51 $4,406 D/D 976 149,130 2.37 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-10-26 4 D $15.61 $231,496 D/D (14,830) 67,670 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2016-10-26 5 D $15.61 $11,817 I/I (757) 3,456 0 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-05-03 4 B $11.05 $1,105 D/D 100 8,100 2.31 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-06-02 4/A B $10.97 $27,425 D/D 2,500 10,600 2.39 -
MXE Mexico Equity & Income Fu... Director   –       •      –    2017-06-02 4 B $10.97 $32,910 D/D 3,000 11,100 2.39 -
XRDC Crossroads Capital Inc Director   –       •       •   2017-06-07 4 S $2.17 $61,799 I/I (28,479) 797,848 0 -
XRDC Crossroads Capital Inc Director   –       •       •   2017-06-07 4 B $2.17 $61,799 I/I 28,479 826,327 2.25 -
MVC MVC Capital Director   –       •      –    2017-06-13 4 S $9.82 $269,729 I/I (27,469) 943,832 0 -
MVC MVC Capital Director   –       •      –    2017-06-14 4 S $9.80 $23,358 I/I (2,384) 941,448 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2017-08-01 4 $15.41 $92 D/D 6 67,676 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2017-08-03 4 B $15.52 $24,770 D/D 1,596 69,272 2.81 -
MVC MVC Capital   •       •      –    2017-08-23 4 D $10.40 $3,969,191 I/I (381,653) 559,795 0 -
MVC MVC Capital   •       •      –    2017-08-23 4 D $10.40 $157,050 D/D (15,101) 22,149 0 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-02-02 4 B $15.14 $15,140 D/D 1,000 70,272 2.81 -
SPE Special Opportunities Fun... Chairman and Secretary   •       •      –    2018-02-27 4 B $14.92 $14,920 D/D 1,000 71,272 2.81 -
  366  Records found
  1   2   3   4   5   6   7   8   9  10   11   12   13   14   15      
  Page 9 of 15  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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