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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
John G. Ullman & Associates
26
John G. Ullman & Associates
New York
USD 298 k -USD 33.8 k -2,775 -10%
Guggenheim Capital
27
Guggenheim Capital
Illinois
USD 286 k +USD 3.77 k +310 +1%
Tocqueville Asset Management
28
Tocqueville Asset Management
New York
USD 257 k +USD 7.78 k +639 +3%
Doliver Advisors
29
Doliver Advisors
Texas
USD 234 k -USD 522 k -42,913 -68%
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
USD 233 k – – –
Ancora Advisors
31
Ancora Advisors
Ohio
USD 204 k +USD 212 k +17,432 Nuevas
Smith Salley Wealth Management
32
Smith Salley Wealth Management
North Carolina
USD 171 k – – –
UBS Group
33
UBS Group
Switzerland
USD 159 k +USD 25.2 k +2,067 +18%
ALA
34
Atherton Lane Advisers
California
USD 157 k -USD 19.6 k -1,610 -11%
Blue Bell Private Wealth Management
35
Blue Bell Private Wealth Management
Pennsylvania
USD 147 k -USD 30.4 k -2,500 -17%
SOL Capital Management
36
SOL Capital Management
Maryland
USD 143 k – – –
Advisor Partners
37
Advisor Partners
California
USD 139 k – – –
Wilmington Savings Fund Society
38
Wilmington Savings Fund Society
Delaware
USD 138 k – – –
Truist Financial
39
Truist Financial
North Carolina
USD 120 k -USD 10.5 k -860 -8%
JP Morgan Private Wealth Advisors
40
JP Morgan Private Wealth Advisors
California
USD 117 k – – –
BlackRock Advisors
41
BlackRock Advisors
Delaware
USD 59 k +USD 60.9 k +5,000 Nuevas
Citigroup
42
Citigroup
New York
USD 49 k -USD 12.2 k -998 -19%
Wolverine Asset Management
43
Wolverine Asset Management
Illinois
USD 46 k -USD 2.31 M -189,381 -98%
Thomas J. Herzfeld Advisors
44
Thomas J. Herzfeld Advisors
Florida
USD 26 k – – –
CFSG
45
Community Financial Services Group
Vermont
USD 19 k – – –
MUFG Americas
46
MUFG Americas
New York
USD 17 k – – –
US Bancorp
47
US Bancorp
Minnesota
USD 11 k – – –
North Star Investment Management
48
North Star Investment Management
Illinois
USD 8 k – – –
Bartlett & Co
49
Bartlett & Co
Ohio
USD 3 k – – –
Commonwealth Financial Services
50
Commonwealth Financial Services
West Virginia
USD 3 k – – –
1
2
3