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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
26
Morgan Stanley
New York
USD 296 k -USD 43.3 k -3,551 -13%
Guggenheim Capital
27
Guggenheim Capital
Illinois
USD 281 k -USD 240 k -19,681 -47%
Raymond James & Associates
28
Raymond James & Associates
Florida
USD 198 k -USD 120 k -9,845 -39%
Ancora Advisors
29
Ancora Advisors
Ohio
USD 197 k -USD 296 k -24,259 -61%
Doliver Advisors
30
Doliver Advisors
Texas
USD 191 k +USD 183 k +15,008 Nuevas
Smith Salley Wealth Management
31
Smith Salley Wealth Management
North Carolina
USD 176 k -USD 33.1 k -2,716 -16%
AGM
32
Alpine Global Management
New York
USD 162 k +USD 155 k +12,756 Nuevas
AGU
33
Alpine Group USVI
U.S. Virgin Islands
USD 162 k +USD 155 k +12,756 Nuevas
UBS Group
34
UBS Group
Switzerland
USD 149 k -USD 15.3 k -1,255 -10%
SOL Capital Management
35
SOL Capital Management
Maryland
USD 143 k – – –
FineMark National Bank & Trust
36
FineMark National Bank & Trust
Florida
USD 127 k – – –
Blue Bell Private Wealth Management
37
Blue Bell Private Wealth Management
Pennsylvania
USD 76 k -USD 221 k -18,101 -75%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
USD 49 k +USD 47 k +3,856 Nuevas
Smithfield Trust
39
Smithfield Trust
Pennsylvania
USD 35 k – – –
Thomas J. Herzfeld Advisors
40
Thomas J. Herzfeld Advisors
Florida
USD 25 k -USD 4.46 k -366 -16%
JP Morgan Chase
41
JP Morgan Chase
New York
USD 22 k – – –
Federation des caisses Desjardins du Quebec
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 14.3 k – – –
Barclays
43
Barclays
United Kingdom
USD 13 k – – –
North Star Investment Management
44
North Star Investment Management
Illinois
USD 13 k – – –
Creative Planning
45
Creative Planning
Kansas
USD 10 k -USD 3.69 k -303 -28%
Tompkins Financial
46
Tompkins Financial
New York
USD 6 k – – –
QCI Asset Management
47
QCI Asset Management
New York
USD 6 k +USD 5.44 k +446 Nuevas
US Bancorp
48
US Bancorp
Minnesota
USD 4 k -USD 670 -55 -16%
Tower Research Capital (TRC)
49
Tower Research Capital (TRC)
New York
USD 3 k -USD 20.2 k -1,660 -89%
Bartlett & Co
50
Bartlett & Co
Ohio
USD 3 k -USD 487 -40 -16%
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