GOLDSTEIN PHILLIP

PrivateCIK: 1067621
Location

PLEASANTVILLE, NY

TOTAL RETURN SECURITIES FUND
Position—
TenureSince Jul 2018
Holdings—
ALLIANCE CALIFORNIA MUNICIPAL INCOME FUND
Position—
TenureSince Aug 2018
Holdings—
HERZFELD CREDIT INCOME FUND, INC
Position—
TenureSince Aug 2019
Holdings—
WESTERN ASSET CORPORATE LOAN FUND INC.
Position—
TenureSince Nov 2019
Holdings—
ADAMS NATURAL RESOURCES FUND, INC.
Position—
TenureSince Jul 2020
Holdings—
NEW IRELAND FUND INC
Position—
TenureSince Feb 2021
Holdings—
TORTOISE ENERGY INDEPENDENCE FUND, INC.
Position—
TenureSince Apr 2021
Holdings—
SPECIAL OPPORTUNITIES FUND, INC.
PositionChairman and Secretary
TenureSince Jun 2018
Holdings—
MFS INVESTMENT GRADE MUNICIPAL TRUST
Position—
TenureSince Feb 2026
Holdings—
MVC CAPITAL, INC.
Position—
TenureSince Sep 2018
Holdings—
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