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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 8 M +USD 1.6 M +21,693 +25%
Wells Fargo
2
Wells Fargo
California
USD 5.9 M +USD 247 k +3,345 +4%
MAA
3
Mraz Amerine & Associates
California
USD 3.51 M +USD 40.9 k +554 +1%
Raymond James & Associates
4
Raymond James & Associates
Florida
USD 2.59 M +USD 586 k +7,945 +29%
First Trust Advisors
5
First Trust Advisors
Illinois
USD 2.5 M -USD 58.4 k -791 -2%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
USD 1.45 M – – –
UBS Group
7
UBS Group
Switzerland
USD 1.34 M +USD 336 k +4,556 +33%
Bank of America
8
Bank of America
North Carolina
USD 1.26 M +USD 225 k +3,045 +21%
Stone Run Capital
9
Stone Run Capital
New York
USD 1.11 M – – –
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
USD 1.1 M +USD 32.5 k +441 +3%
First Foundation Advisors
11
First Foundation Advisors
California
USD 994 k +USD 49.1 k +666 +5%
LPL Financial
12
LPL Financial
California
USD 913 k -USD 16.9 k -229 -2%
Karpus Investment Management
13
Karpus Investment Management
New York
USD 853 k -USD 1.85 M -25,122 -68%
AQR Arbitrage
14
AQR Arbitrage
Connecticut
USD 782 k -USD 610 k -8,267 -43%
HL Financial Services
15
HL Financial Services
Kentucky
USD 739 k – – –
Fiduciary Counselling
16
Fiduciary Counselling
Minnesota
USD 722 k – – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
USD 710 k +USD 720 k +9,757 Nuevas
CCM
18
Cohen Capital Management
California
USD 696 k – – –
1607 Capital Partners
19
1607 Capital Partners
Virginia
USD 693 k -USD 22.1 k -300 -3%
Stratos Wealth Partners
20
Stratos Wealth Partners
Ohio
USD 633 k +USD 104 k +1,404 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 476 k +USD 66.4 k +900 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 457 k -USD 25.9 k -351 -5%
Lafayette Investments
23
Lafayette Investments
Maryland
USD 430 k +USD 4.94 k +67 +1%
Gramercy Funds Management
24
Gramercy Funds Management
Connecticut
USD 429 k -USD 166 k -2,253 -28%
NWAM LLC
25
NWAM LLC
Washington
USD 350 k +USD 13.6 k +185 +4%
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