Andrew Dakos
CEO, President at Special Opportunities Fund, Inc. (SPE); President at Special Opportunities Fund, Inc. (SPE); CEO, President at Total Return Securities Fund (SWZ)
Purchase track record
Below average. Based on 15 purchases with a full 90 days of price history.
19
Avg. 90-day return-1.4%
vs. S&P 500-10.6%
Beat the market0%
Paper profit on buys−$33K
Total bought / sold$990K / $150K
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| Sep 29SEC | SWZTotal Return Securities Fund | Buy | 7,64947,649 held (+19%) | $5.81 | $44K | -0.5% |
| Sep 29SEC | SWZTotal Return Securities Fund | Buy | 2,35150,000 held (+5%) | $5.82 | $14K | -0.7% |
| Sep 29SEC | SWZTotal Return Securities Fund | Buy | 1,00051,000 held (+2%) | $5.76 | $6K | +0.3% |
| Sep 29SEC | SWZTotal Return Securities Fund | Buy | 9,00060,000 held (+18%) | $5.77 | $52K | +0.2% |
| Jul 7SEC | SWZTotal Return Securities Fund | Buy | 233126,233 held (+0%) | $5.92 | $1K | -2.4% |
| Jul 7SEC | SWZTotal Return Securities Fund | Buy | 4,767131,000 held (+4%) | $5.92 | $28K | -2.4% |
| Jun 4SEC | SPESpecial Opportunities Fund, Inc. | Sell | 1,0775,184 held (−17%) | $14.02 | $15K | -10.3% |
| Jun 4SEC | SPESpecial Opportunities Fund, Inc. | Sell | 5,184 | $14.11 | $73K | -10.9% |
| Jun 4SEC | SPESpecial Opportunities Fund, Inc. | Sell | 133 | $14.07 | $2K | -10.7% |
| May 29SEC | SWZTotal Return Securities Fund | Buy | 4,500117,500 held (+4%) | $5.97 | $27K | -3.2% |
| May 29SEC | SWZTotal Return Securities Fund | Buy | 3,000120,500 held (+3%) | $5.98 | $18K | -3.3% |
| May 29SEC | SWZTotal Return Securities Fund | Buy | 100120,600 held (+0%) | $5.98 | $598 | -3.3% |
| May 29SEC | SWZTotal Return Securities Fund | Buy | 5,400126,000 held (+4%) | $5.99 | $32K | -3.5% |
| May 20SEC | SWZTotal Return Securities Fund | Buy | 4,000110,000 held (+4%) | $5.95 | $24K | -2.9% |
| May 20SEC | SWZTotal Return Securities Fund | Buy | 13110,013 held (+0%) | $5.95 | $77 | -2.9% |
| May 20SEC | SWZTotal Return Securities Fund | Buy | 2,987113,000 held (+3%) | $5.96 | $18K | -3.0% |
| Apr 20SEC | SWZTotal Return Securities Fund | Buy | 4,718100,000 held (+5%) | $6.06 | $29K | -4.6% |
| Apr 20SEC | SWZTotal Return Securities Fund | Buy | 3,000103,000 held (+3%) | $6.05 | $18K | -4.5% |
| Apr 20SEC | SWZTotal Return Securities Fund | Buy | 54740,000 held (+1%) | $6.04 | $3K | -4.3% |
| Apr 20SEC | SWZTotal Return Securities Fund | Buy | 3,000106,000 held (+3%) | $6.09 | $18K | -5.1% |
| Apr 9SEC | SWZTotal Return Securities Fund | Buy | 2,00090,282 held (+2%) | $5.95 | $12K | -2.9% |
| Apr 9SEC | SWZTotal Return Securities Fund | Buy | 4,00094,282 held (+4%) | $5.98 | $24K | -3.3% |
| Apr 6SEC | SWZTotal Return Securities Fund | Buy | 4,863new position | $5.93 | $29K | -2.5% |
| Apr 6SEC | SWZTotal Return Securities Fund | Buy | 10088,282 held (+0%) | $5.95 | $595 | -2.9% |
| Mar 31SEC | SWZTotal Return Securities Fund | Buy | 5,90078,019 held (+8%) | $5.92 | $35K | -2.4% |
| Mar 31SEC | SWZTotal Return Securities Fund | Buy | 5,30083,319 held (+7%) | $5.91 | $31K | -2.2% |
| Mar 26SEC | SWZTotal Return Securities Fund | Buy | 5,00072,119 held (+7%) | $5.96 | $30K | -3.0% |
| Mar 26SEC | SWZTotal Return Securities Fund | Buy | 1,00073,119 held (+1%) | $5.95 | $6K | -2.9% |
| Mar 13SEC | SWZTotal Return Securities Fund | Buy | 1,70063,795 held (+3%) | $6.00 | $10K | -3.7% |
| Mar 13SEC | SWZTotal Return Securities Fund | Buy | 3,32467,119 held (+5%) | $6.00 | $20K | -3.7% |
| Mar 9SEC | SWZTotal Return Securities Fund | Buy | 12,00049,595 held (+32%) | $6.01 | $72K | -3.8% |
| Mar 9SEC | SWZTotal Return Securities Fund | Buy | 12,50062,095 held (+25%) | $5.97 | $75K | -3.2% |
| Mar 4SEC | SWZTotal Return Securities Fund | Buy | 5,00027,677 held (+22%) | $6.15 | $31K | -6.0% |
| Mar 4SEC | SWZTotal Return Securities Fund | Buy | 9,91837,595 held (+36%) | $5.95 | $59K | -2.9% |
| Mar 2SEC | SWZTotal Return Securities Fund | Buy | 5,00020,677 held (+32%) | $6.17 | $31K | -6.3% |
| Mar 2SEC | SWZTotal Return Securities Fund | Buy | 2,00022,677 held (+10%) | $6.20 | $12K | -6.8% |
| Feb 25SEC | SWZTotal Return Securities Fund | Buy | 2,00012,003 held (+20%) | $6.14 | $12K | -5.9% |
| Feb 25SEC | SWZTotal Return Securities Fund | Buy | 2,00014,003 held (+17%) | $6.13 | $12K | -5.7% |
| Feb 25SEC | SWZTotal Return Securities Fund | Buy | 32614,329 held (+2%) | $6.14 | $2K | -5.9% |
| Feb 25SEC | SWZTotal Return Securities Fund | Buy | 1,34815,677 held (+9%) | $6.17 | $8K | -6.3% |
| Feb 23SEC | SWZTotal Return Securities Fund | Buy | 1192,122 held (+6%) | $6.11 | $727 | -5.4% |
| Feb 23SEC | SWZTotal Return Securities Fund | Buy | 4,8817,003 held (+230%) | $6.12 | $30K | -5.6% |
| Feb 23SEC | SWZTotal Return Securities Fund | Buy | 1837,186 held (+3%) | $6.14 | $1K | -5.9% |
| Feb 23SEC | SWZTotal Return Securities Fund | Buy | 2,81710,003 held (+39%) | $6.16 | $17K | -6.2% |
| Feb 5SEC | SWZTotal Return Securities Fund | Buy | 7,00030,453 held (+30%) | $5.97 | $42K | -3.2% |
| Feb 5SEC | SWZTotal Return Securities Fund | Buy | 3,00033,453 held (+10%) | $5.96 | $18K | -3.0% |
| Feb 5SEC | SWZTotal Return Securities Fund | Buy | 2,00035,453 held (+6%) | $6.04 | $12K | -4.3% |
| Feb 5SEC | SWZTotal Return Securities Fund | Buy | 2,00037,453 held (+6%) | $6.03 | $12K | -4.1% |
| Feb 5SEC | SWZTotal Return Securities Fund | Buy | 2,00039,453 held (+5%) | $6.02 | $12K | -4.0% |
| Dec 31SEC | SPESpecial Opportunities Fund, Inc. | Sell | 4,0986,064 held (−40%) | $14.66 | $60K | -14.3% |
- Buy
CEO, President Andrew Dakos bought $29K of SWZ at $5.93 — opens a new position.
- Buy
CEO, President Andrew Dakos bought $72K of SWZ at $6.01 — largest purchase by this insider in our records; raises the stake by 32%.
- Buy
CEO, President Andrew Dakos bought $75K of SWZ at $5.97 — raises the stake by 25%.
- Buy
CEO, President Andrew Dakos bought $31K of SWZ at $6.15 — raises the stake by 22%.
- Buy
CEO, President Andrew Dakos bought $59K of SWZ at $5.95 — largest purchase by this insider in our records; raises the stake by 36%.
- Buy
CEO, President Andrew Dakos bought $31K of SWZ at $6.17 — raises the stake by 32%.