Moritz A. Sell is Director at Total Return Securities Fund (SWZ). They have made 50 open-market trades across 9 companies since 2007, most recently 2026-09-28.
CIK 0001053116
44 open-market purchases totalling $465K since 2007, against 6 sales. Across 28 scored buys the stock is up 2.8% at ninety days, and 3.9 points behind the S&P over the same stretch.
33 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 48% | 44% | 46% |
| Avg Move | -0.2% | +1.4% | +2.8% |
| Alpha | -0.2% | -1.5% | -3.9% |
| Scored | 33 | 32 | 28 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SWZ | BUY | 2026-09-28 | 2026-09-30 | $5.77 | $12K | -0.1% | — | — |
| SWZ | BUY | 2026-08-31 | 2026-09-01 | $5.98 | $18K | -1.7% | -4.0% | — |
| SWZ | BUY | 2026-08-10 | 2026-08-12 | $5.91 | $6K | +0.2% | +0.1% | — |
| SWZ | BUY | 2026-07-22 | 2026-07-24 | $5.87 | $15K | +0.9% | +1.2% | — |
| SWZ | BUY | 2026-07-20 | 2026-07-22 | $5.92 | $9K | +0.2% | +0.4% | — |
| SWZ | BUY | 2026-06-26 | 2026-06-30 | $5.90 | $24K | +0.5% | +0.0% | -1.9% |
| SWZ | BUY | 2026-06-17 | 2026-06-22 | $5.91 | $12K | -0.2% | -0.3% | +0.1% |
| SWZ | BUY | 2026-06-15 | 2026-06-17 | $5.96 | $13K | +0.4% | +0.7% | +0.0% |
| SWZ | BUY | 2026-05-29 | 2026-06-01 | $6.01 | $6K | -0.3% | -0.8% | +0.6% |
| SWZ | BUY | 2026-04-24 | 2026-04-27 | $6.07 | $6K | -0.2% | -1.1% | -3.0% |
| SWZ | BUY | 2026-02-02 | 2026-02-04 | $5.97 | $13K | +1.8% | -1.7% | +0.0% |
| SWZ | BUY | 2025-10-27 | 2025-10-29 | $6.06 | $6K | +3.3% | +3.1% | +2.2% |
| IAF | BUY | 2025-07-02 | 2025-07-03 | $4.50 | $9K | N/A | N/A | N/A |
| FAX | BUY | 2025-06-30 | 2025-07-02 | $15.90 | $8K | -2.8% | -1.8% | -0.7% |
| SWZ | BUY | 2025-06-30 | 2025-07-01 | $6.34 | $12K | -2.0% | -3.0% | -4.1% |
| PCF | BUY | 2025-04-09 | 2025-04-10 | $5.95 | $5K | -2.4% | +3.4% | +4.0% |
| PCF | BUY | 2025-04-04 | 2025-04-08 | $6.04 | $34K | -0.8% | +4.4% | +6.3% |
| PCF | BUY | 2025-01-08 | 2025-01-10 | $6.50 | $11K | +2.3% | +3.4% | -5.5% |
| PCF | BUY | 2023-05-04 | 2023-05-08 | $6.17 | $6K | -1.9% | -0.3% | +2.9% |
| PCF | BUY | 2023-04-13 | 2023-04-17 | $6.58 | $23K | -3.0% | -5.5% | -1.5% |
| PCF | BUY | 2022-12-27 | 2022-12-29 | $6.48 | $13K | +6.4% | +8.0% | -0.2% |
| PCF | BUY | 2022-09-26 | 2022-09-27 | $6.66 | $7K | +5.5% | -1.5% | -0.8% |
| FAX | SELL | 2022-07-14 | 2022-07-15 | $2.72 | $7K | +0.4% | +8.8% | -9.5% |
| FCO | BUY | 2022-07-14 | 2022-07-15 | $5.33 | $5K | N/A | N/A | N/A |
| PCF | BUY | 2022-01-24 | 2022-01-26 | $7.85 | $11K | +4.6% | -1.0% | -6.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| FCO |
| 1,000 |
| — |
| SGF | 3,000 | — |
| Total | $349K |
Shares reported on the most recent Form 4, priced at the 2026-09-30 close. 4 holdings could not be priced and are excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.