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PhenixFIN
PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ClearBridge Investments
1
ClearBridge Investments
New York
USD 33.8 M +USD 4.59 M +16,437 +15%
Ameriprise
2
Ameriprise
Minnesota
USD 32.3 M +USD 13.6 M +48,772 +70%
BlackRock Fund Advisors
3
BlackRock Fund Advisors
California
USD 17.8 M +USD 2.78 M +9,971 +18%
UBS
4
UBS
Switzerland
USD 14.6 M +USD 2.15 M +7,708 +17%
Invesco
5
Invesco
Georgia
USD 14.1 M +USD 4.42 M +15,844 +44%
Advisors Asset Management
6
Advisors Asset Management
Colorado
USD 13.4 M +USD 2.39 M +8,568 +21%
State Street
7
State Street
Massachusetts
USD 11.3 M +USD 1.17 M +4,199 +11%
Confluence Investment Management
8
Confluence Investment Management
Missouri
USD 10.1 M -USD 156 k -560 -1%
Principal Financial Group
9
Principal Financial Group
Iowa
USD 7.76 M -USD 26.3 k -94 -0.3%
NWQ Investment Management Company
10
NWQ Investment Management Company
California
USD 7.73 M +USD 1.74 M +6,224 +28%
BlackRock Institutional Trust
11
BlackRock Institutional Trust
California
USD 7.6 M +USD 1.04 M +3,739 +15%
Hilton Capital Management
12
Hilton Capital Management
New York
USD 7.38 M +USD 30.4 k +109 +0.4%
Northern Trust
13
Northern Trust
Illinois
USD 6.93 M +USD 268 k +958 +4%
Putnam Investments
14
Putnam Investments
Massachusetts
USD 6.8 M +USD 1.53 M +5,466 +28%
YMRC
15
Yorktown Management & Research Company
Virginia
USD 6.31 M – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
USD 5.99 M +USD 377 k +1,351 +7%
Wells Fargo
17
Wells Fargo
California
USD 5.52 M +USD 381 k +1,363 +7%
SAM
18
Selway Asset Management
USD 4.13 M +USD 2.36 M +8,466 +126%
BlackRock Group
19
BlackRock Group
United Kingdom
USD 4.01 M +USD 1.33 M +4,780 +48%
Morgan Stanley
20
Morgan Stanley
New York
USD 3.67 M -USD 2.62 M -9,385 -41%
Credit Suisse
21
Credit Suisse
Switzerland
USD 2.66 M -USD 98.9 k -354 -3%
TIAA CREF Investment Management
22
TIAA CREF Investment Management
New York
USD 2.53 M +USD 150 k +537 +6%
ACM
23
Avalon Capital Management
California
USD 2.5 M +USD 1.73 M +6,179 +206%
Kennedy Capital Management
24
Kennedy Capital Management
Missouri
USD 2.45 M -USD 4.39 M -15,721 -64%
SAM
25
Shikiar Asset Management
New York
USD 2.21 M +USD 458 k +1,640 +25%
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