PhenixFIN

PFX

Capitalización de mercado USD 85.1 M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
1	1 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	USD 6.02 M	–	–	–
2	2L 2 22NW LP Seattle, Washington	USD 4.11 M	–	–	–
3	ACM 3 Adalta Capital Management New York	USD 3.89 M	+USD 761 k	+20,800	+23%
4	4 Morgan Stanley New York	USD 2.64 M	-USD 23.9 k	-652	-0.9%
5	AFG 5 American Financial Group Cincinnati, Ohio	USD 2.24 M	–	–	–
6	6 Legal & General Group London, United Kingdom	USD 578 k	–	–	–
7	AC 7 Almitas Capital Santa Monica, California	USD 535 k	-USD 3.09 M	-84,340	-85%
8	8 Confluence Investment Management St. Louis, Missouri	USD 501 k	–	–	–
9	GIM 9 Greenwich Investment Management Norwalk, Connecticut	USD 383 k	-USD 8.05 k	-220	-2%
10	10 Osaic Holdings Scottsdale, Arizona	USD 99 k	-USD 31 k	-847	-23%
11	11 Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	USD 86 k	–	–	–
12	12 UBS Group Zurich, Switzerland	USD 73 k	+USD 54.1 k	+1,478	+244%
13	13 Wells Fargo San Francisco, California	USD 11 k	–	–	–
14	14 Rockefeller Capital Management New York	USD 5 k	–	–	–
15	15 Bank of America Charlotte, North Carolina	USD 1 k	–	–	–
16	TJHA 16 Thomas J. Herzfeld Advisors Miami Beach, Florida	–	-USD 135 k	-3,700	Cerradas
17	RG 17 Retirement Group San Diego, California	–	-USD 63.5 k	-1,736	-100%
18	18 Geneos Wealth Management Englewood, Colorado	–	-USD 4 k	-135	Cerradas