stock
SWZ · Total Return Securities Fund
What Total Return Securities Fund reports to the SEC, read from its filings.
Open in the appPrice
The live SWZ price and today's change.
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Thirty days of daily bars, with signal levels drawn on them.
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The latest signal group Nakagai's scanner recorded on SWZ.
Sign in to see thisOptions positioning
Gamma exposure levels from the options market.
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Trend, momentum and volatility gauges per timeframe.
Sign in to see thisWhat it is
- Industry
- SEC reports no industry classification for this filer.
- Filer (SEC EDGAR)
- EDGAR filing index
- Shares outstanding
- Not reported.
Key stats
Valuation
- P/E
- Locked
- P/S
- Locked
- P/B
- Locked
- Enterprise value
- Locked
- EV/EBIT
- Locked
- FCF yield
- Locked
Margins
- Gross
- —
- Operating
- —
- Net
- —
Returns
- ROE
- —
- ROA
- —
Health
- Current ratio
- —
- Debt/equity
- —
Deep value
- NCAV
- —
- NCAV per share
- —
- Price/NCAV
- Locked
- NNWC
- —
- NNWC per share
- —
- Price/NNWC
- Locked
Valuation and the price multiples are built on the live price. Trailing twelve months to —; balance sheet at —.
Sign in to see thisDebt is long-term debt and its current portion. Commercial paper and short-term borrowings are not counted.
Results
No quarterly results reported by SEC for this filer.
- Assets (not reported by this company)
- —Assets: unreported by this company.
- Equity (not reported by this company)
- —Equity: unreported by this company.
Ten years
No annual results reported by SEC for this filer.
Company filings
5% owners ()
BANK OF AMERICA CORP /DE/
Passive stake
Allspring Global Investments Holdings, LLC
Stake update
CSS LLC/IL
Stake update
Allspring Global Investments Holdings, LLC
Stake update
Allspring Global Investments Holdings, LLC
Stake update
Insiders, politicians and funds
Insider trades, last 90 days
SELL MORITZ A
Director
Buy$11,530Sep 30, 4:00 PM ET
Dakos Andrew
President and CEO, Director
Buy$115,814Sep 29, 4:05 PM ET
SELL MORITZ A
Director
Buy$17,940Sep 1, 4:16 PM ET
Das Rajeev P
Secretary
Buy$18,181Aug 25, 4:05 PM ET
SELL MORITZ A
Director
Buy$5,910Aug 12, 4:00 PM ET
Politician trades, last 90 days
No politician trades filed in the last 90 days.
Funds
- Gardner Russo & Quinn
Period Tue 30 Jun 2026
0.0%Same
News
Stories that named SWZ, and the market events around them.
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Recent signals
Signals open up here once a member has posted about SWZ.
Signals are informational.
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nakagai
Signals on SWZ come from a rule, not a model.
Nakagai’s scanner records a signal the moment a strategy’s rule matches on the bars. Members read those signals on their own desk, where an agent journals the tape and briefs them in plain English.
Members post on the SWZ board