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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Amica Pension Fund Board of Trustees
26
Amica Pension Fund Board of Trustees
Rhode Island
USD 315 k – – –
Meridian Investment Counsel
27
Meridian Investment Counsel
California
USD 305 k +USD 693 +70 +0.2%
Doliver Advisors
28
Doliver Advisors
Texas
USD 270 k +USD 262 k +26,489 Nuevas
Shufro Rose & Co
29
Shufro Rose & Co
New York
USD 254 k -USD 259 k -26,180 Cerradas
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
USD 254 k – – –
TC
31
TFS Capital
Pennsylvania
USD 204 k +USD 198 k +20,011 Nuevas
Ancora Advisors
32
Ancora Advisors
Ohio
USD 177 k – – –
CMT Trading
33
CMT Trading
Illinois
USD 164 k +USD 160 k +16,200 Nuevas
Smith Salley Wealth Management
34
Smith Salley Wealth Management
North Carolina
USD 161 k – – –
Tocqueville Asset Management
35
Tocqueville Asset Management
New York
USD 159 k -USD 63 k -6,360 -29%
Raymond James & Associates
36
Raymond James & Associates
Florida
USD 152 k +USD 148 k +14,976 Nuevas
LPL Financial
37
LPL Financial
California
USD 148 k +USD 991 +100 +0.7%
Curi RMB Capital
38
Curi RMB Capital
Illinois
USD 139 k +USD 7.6 k +767 +6%
UBS Group
39
UBS Group
Switzerland
USD 135 k -USD 35.3 k -3,562 -21%
SOL Capital Management
40
SOL Capital Management
Maryland
USD 127 k – – –
Northern Trust
41
Northern Trust
Illinois
USD 125 k +USD 122 k +12,269 Nuevas
Wilmington Savings Fund Society
42
Wilmington Savings Fund Society
Delaware
USD 120 k – – –
Truist Financial
43
Truist Financial
North Carolina
USD 111 k +USD 4.7 k +475 +5%
Kelman-Lazarov Inc
44
Kelman-Lazarov Inc
Tennessee
USD 105 k +USD 103 k +10,387 Nuevas
FineMark National Bank & Trust
45
FineMark National Bank & Trust
Florida
USD 102 k +USD 99.3 k +10,028 Nuevas
Amica Retiree Medical Trust
46
Amica Retiree Medical Trust
Rhode Island
USD 50 k – – –
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
USD 48 k – – –
BlackRock Advisors
48
BlackRock Advisors
Delaware
USD 33 k -USD 337 -34 -1%
Thomas J. Herzfeld Advisors
49
Thomas J. Herzfeld Advisors
Florida
USD 24 k – – –
JP Morgan Chase
50
JP Morgan Chase
New York
USD 18 k +USD 743 +75 +5%
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