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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bulldog Investors
1
Bulldog Investors
New Jersey
USD 7.18 M +USD 3.01 M +76,472 +75%
Shaker Financial Services
2
Shaker Financial Services
Virginia
USD 6 M +USD 640 k +16,265 +12%
Pecaut & Co
3
Pecaut & Co
Iowa
USD 3.99 M +USD 705 k +17,918 +22%
Thomas J. Herzfeld Advisors
4
Thomas J. Herzfeld Advisors
Florida
USD 3.48 M +USD 126 k +3,193 +4%
CA
5
Cornerstone Advisors
North Carolina
USD 2.57 M +USD 16 k +406 +0.6%
MAA
6
Mraz Amerine & Associates
California
USD 2.35 M -USD 149 k -3,797 -6%
Cohen & Steers
7
Cohen & Steers
New York
USD 2.28 M +USD 10.5 k +268 +0.5%
First Trust Advisors
8
First Trust Advisors
Illinois
USD 2.06 M +USD 218 k +5,554 +12%
Matisse Capital
9
Matisse Capital
Oregon
USD 1.79 M -USD 4.42 M -112,328 -72%
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
USD 1.77 M +USD 407 k +10,336 +31%
Bank of America
11
Bank of America
North Carolina
USD 1.7 M -USD 21.1 k -536 -1%
Ameriprise
12
Ameriprise
Minnesota
USD 1.58 M +USD 300 k +7,629 +24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
USD 1.24 M -USD 882 k -22,434 -42%
UBS Group
14
UBS Group
Switzerland
USD 868 k +USD 246 k +6,259 +41%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 863 k +USD 180 k +4,579 +27%
Mariner Investment Group
16
Mariner Investment Group
New York
USD 785 k -USD 170 k -4,321 -18%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
USD 476 k -USD 16.3 k -415 -3%
AMI Investment Management
18
AMI Investment Management
Indiana
USD 439 k – – –
Curi RMB Capital
19
Curi RMB Capital
Illinois
USD 437 k -USD 257 k -6,534 -38%
CCM
20
Cohen Capital Management
California
USD 385 k – – –
Guggenheim Capital
21
Guggenheim Capital
Illinois
USD 367 k +USD 47.2 k +1,199 +15%
Stratos Wealth Partners
22
Stratos Wealth Partners
Ohio
USD 362 k +USD 39 +1 +0%
Lafayette Investments
23
Lafayette Investments
Maryland
USD 262 k +USD 2.24 k +57 +0.9%
Wells Fargo
24
Wells Fargo
California
USD 253 k -USD 13.4 k -340 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 201 k +USD 197 k +5,009 Nuevas
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