Clear Creek Financial Management LLC lowered its stake in SRH Total Return Fund, Inc. (NYSE:STEW – Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 48,700 shares of the company’s stock after selling 1,100 shares during the quarter. Clear Creek Financial Management LLC owned about 0.05% of SRH Total Return Fund worth $780,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Buffington Mohr McNeal acquired a new stake in shares of SRH Total Return Fund in the 4th quarter worth approximately $171,000. Kingswood Wealth Advisors LLC boosted its stake in SRH Total Return Fund by 13.8% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 56,425 shares of the company’s stock valued at $904,000 after purchasing an additional 6,850 shares in the last quarter. Dakota Wealth Management acquired a new position in shares of SRH Total Return Fund during the 4th quarter valued at $308,000. Park Avenue Securities LLC increased its position in shares of SRH Total Return Fund by 2.9% during the 4th quarter. Park Avenue Securities LLC now owns 82,691 shares of the company’s stock valued at $1,325,000 after purchasing an additional 2,297 shares during the period. Finally, Synovus Financial Corp bought a new stake in shares of SRH Total Return Fund in the 3rd quarter worth $202,000. Institutional investors own 15.61% of the company’s stock.
SRH Total Return Fund Trading Down 0.1 %
NYSE STEW opened at $16.57 on Friday. SRH Total Return Fund, Inc. has a 12 month low of $14.01 and a 12 month high of $16.83. The company’s 50 day simple moving average is $16.31 and its 200 day simple moving average is $15.85.
SRH Total Return Fund Increases Dividend
About SRH Total Return Fund
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
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