TS&W/Claymore Tax-Advantaged Balanced Fund (TYW)

Sector:
FINANCE
Industry:
GENERAL FINANCE
SIC:
C/O CLAYMORE SECURITIES LISLE, IL 60532

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TS&W/Claymore Tax Advantaged Balanced Fund is a diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The Fund seeks to achieve its objective by investing in a portfolio of assets consisting primarily of municipal securities, common stocks and preferred securities. The portfolio is comprised primarily of municipal securities, equity securities, preferred securities and high-yield debt securities and real estate investment trusts. As of Dec 31 2011, the Fund had total assets of $288,199,023 and an investment portfolio of $177,988,937.

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Funds Holding TYW (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding TYW

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Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BANK OF AMERICA CORP /DE/

BANK OF AMERICA NA

BLUE RIDGE INVESTMENTS, L.L.C.

  • 10% Owner
No longer subject to file 2012-01-10 0

GIBSON LAWRENCE E

  • VICE PRESIDENT
0 2011-12-20 0

WHITWORTH HORACE P

  • OFFICER OF THE SUB-ADVISER
0 2011-12-20 0

GIORDANO VINCENT VICE PRESIDENT

  • Officer
0 2011-12-15 0

FERWERDA PAUL A

  • OFFICER OF THE SUB-ADVISOR
0 2011-11-29 0

ROFFO ROBERTO VICE PRESIDENT

  • Officer
0 2011-11-28 0

CACCIAPAGLIA DONALD

  • TRUSTEE
0 2011-09-22 0

THOMSON H B III

  • OFFICER OF THE SUB-ADVISER
0 2011-09-06 0

WESTERN INVESTMENT LLC

WESTERN INVESTMENT HEDGED PARTNERS L.P.

WESTERN INVESTMENT ACTIVISM PARTNERS LLC

WESTERN INVESTMENT TOTAL RETURN PARTNERS L.P.

WESTERN INVESTMENT TOTAL RETURN FUND LTD.

LIPSON ARTHUR D

  • SEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSES
1,098,172 2011-05-02 0

BENCHMARK PLUS MANAGEMENT, LLC

BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C.

BENCHMARK PLUS PARTNERS, L.L.C.

FERGUSON ROBERT

FRANZBLAU SCOTT

  • SEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSESSEE EXPLANATION OF RESPONSES
493,502 2011-05-02 0

RAPPAPORT RICHARD A

  • SEE EXPLANATION OF RESPONSES
0 2011-05-02 0

CHELO NEIL

  • SEE EXPLANATION OF RESPONSES
0 2011-05-02 0

MERCHANT JAMES R.

  • SEE EXPLANATION OF RESPONSES
0 2011-05-02 0

LACK SIMON A.

  • SEE EXPLANATION OF RESPONSES
0 2011-05-02 0

BANK OF AMERICA CORP /DE/

MERRILL LYNCH, PIERCE, FENNER & SMITH INC.

  • 10% Owner
0 2011-03-08 0

MALTBIE DEREK DALE ASSISTANT TREASURER

  • Officer
0 2011-01-27 0

DILLARD S. PRESTON

  • PORTFOLIO MANAGER
0 2010-12-28 0

HAMJE ROBERT

  • Director
  • TRUSTEE
0 2010-11-17 0

ALBELDA BRUCE CFO, C ACCT OFF & TREAS

  • Officer
0 2010-10-15 0

JENKINS JERRY W

  • VICE PRESIDENT
0 2010-09-24 0

THOMPSON MATTHEW G

  • VICE PRESIDENT
53,000 2009-12-22 0

HUDSON ELIZABETH H ASSISTANT SECRETARY

  • Officer
0 2009-11-13 0

MERRILL LYNCH & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INC.

  • 10% Owner
1,382 2008-12-31 0

MOORE LESTER KENT

  • Director
  • TRUSTEE
7,000 2008-12-03 0

CULLEN MATTHEW P

  • RESEARCH ANALYST
3,274 2008-09-25 0

NYBERG RONALD

  • Director
  • TRUSTEE
526 2008-06-04 0

FUTRELL J. THOMAS CHIEF EXECUTIVE OFFICER

  • Officer
0 2008-05-29 0

ROBINSON KEVIN M. CHIEF LEGAL OFFICER

  • Officer
0 2008-05-29 0

FURJANIC MARK ASSISTANT TREASURER

  • Officer
0 2008-05-29 0

SWADE DONALD ASSISTANT TREASURER

  • Officer
0 2008-05-29 0

VAN SAUN PIETER E.

  • ASSOCIATE PORTFOLIO MANAGER
0 2007-07-23 0

JENNINGS ELIZABETH CABELL

  • VICE PRESIDENT
5,150 2007-03-09 0

GREGORIO GEORGE VICE PRESIDENT

  • Officer
1,620 2005-09-28 0

BARNES RANDALL C

  • Director
  • TRUSTEE
1,416 2005-04-22 0

CLAYMORE SECURITIES INC

  • INVESTMENT DISTRIBUTOR/ADVISOR
7,000 2004-04-13 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

No recent transactions

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