Similar to Frommi, I sold SEC today.

The rational was that when I first bough SEC last month, the USD.CAD rate was above 1.27. Now it is only 1.21, so the NAV per share in CAD should have dropped from 300 to 280.

Then the share price rised from 169 to 180 CAD. Therefore the discount has narrowed quite a bit.

I have some other investments that I've been watching for. Maybe I will start buying some soon.