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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 316 k – – –
Mariner Investment Group
27
Mariner Investment Group
New York
USD 312 k +USD 313 k +30,532 Nuevas
Meridian Investment Counsel
28
Meridian Investment Counsel
California
USD 306 k – – –
Peak Asset Management
29
Peak Asset Management
Colorado
USD 296 k -USD 136 k -13,264 -31%
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
USD 255 k – – –
Shufro Rose & Co
31
Shufro Rose & Co
New York
USD 251 k +USD 252 k +24,564 Nuevas
Morgan Stanley
32
Morgan Stanley
New York
USD 242 k +USD 30.9 k +3,006 +15%
Citigroup
33
Citigroup
New York
USD 193 k -USD 196 k -19,072 -50%
CMT Trading
34
CMT Trading
Illinois
USD 186 k +USD 20.1 k +1,959 +12%
Doliver Advisors
35
Doliver Advisors
Texas
USD 174 k +USD 175 k +17,067 Nuevas
Smith Salley Wealth Management
36
Smith Salley Wealth Management
North Carolina
USD 144 k -USD 9.7 k -945 -6%
UBS Group
37
UBS Group
Switzerland
USD 123 k +USD 3.62 k +353 +3%
Wilmington Savings Fund Society
38
Wilmington Savings Fund Society
Delaware
USD 120 k – – –
SOL Capital Management
39
SOL Capital Management
Maryland
USD 115 k -USD 6.82 k -664 -6%
Truist Financial
40
Truist Financial
North Carolina
USD 112 k – – –
M&T Bank
41
M&T Bank
New York
USD 103 k -USD 1.41 k -137 -1%
Tocqueville Asset Management
42
Tocqueville Asset Management
New York
USD 102 k -USD 56.9 k -5,542 -36%
FineMark National Bank & Trust
43
FineMark National Bank & Trust
Florida
USD 102 k – – –
Kelman-Lazarov Inc
44
Kelman-Lazarov Inc
Tennessee
USD 72.7 k -USD 18.7 k -1,820 -20%
Amica Retiree Medical Trust
45
Amica Retiree Medical Trust
Rhode Island
USD 50 k – – –
BlackRock Advisors
46
BlackRock Advisors
Delaware
USD 38 k +USD 38 k +3,705 Nuevas
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
USD 35 k -USD 1.48 k -144 -4%
Smithfield Trust
48
Smithfield Trust
Pennsylvania
USD 28 k – – –
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 – – –
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