Shaker Financial Services LLC Acquires 19,227 Shares of SRH Total Return Fund, Inc. (NYSE:STEW)

Shaker Financial Services LLC increased its stake in SRH Total Return Fund, Inc. (NYSE:STEW) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 655,209 shares of the company’s stock after purchasing an additional 19,227 shares during the quarter. SRH Total Return Fund comprises about 3.9% of Shaker Financial Services LLC’s portfolio, making the stock its biggest holding. Shaker Financial Services LLC owned 0.68% of SRH Total Return Fund worth $10,352,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of STEW. Quarry LP acquired a new position in shares of SRH Total Return Fund during the 2nd quarter valued at $153,000. Choreo LLC acquired a new position in SRH Total Return Fund during the second quarter worth about $185,000. Integrated Capital Management Inc. raised its position in SRH Total Return Fund by 13.9% in the second quarter. Integrated Capital Management Inc. now owns 13,881 shares of the company’s stock worth $202,000 after acquiring an additional 1,690 shares in the last quarter. Heritage Wealth Management Inc. acquired a new stake in SRH Total Return Fund in the 2nd quarter valued at about $462,000. Finally, Commonwealth Equity Services LLC lifted its holdings in SRH Total Return Fund by 66.5% in the 2nd quarter. Commonwealth Equity Services LLC now owns 44,540 shares of the company’s stock valued at $648,000 after acquiring an additional 17,785 shares during the last quarter. Institutional investors own 15.61% of the company’s stock.

SRH Total Return Fund Stock Up 3.8 %

Shares of STEW opened at $16.05 on Thursday. The firm’s 50 day moving average is $15.71 and its 200-day moving average is $15.07. SRH Total Return Fund, Inc. has a 12-month low of $12.81 and a 12-month high of $16.08.

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.