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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Brown Brothers Harriman & Co
26
Brown Brothers Harriman & Co
New York
USD 267 k -USD 50.2 k -3,957 -16%
Wolverine Asset Management
27
Wolverine Asset Management
Illinois
USD 253 k -USD 349 k -27,551 -58%
Ancora Advisors
28
Ancora Advisors
Ohio
USD 198 k – – –
UBS Group
29
UBS Group
Switzerland
USD 179 k +USD 29.1 k +2,295 +20%
Smith Salley Wealth Management
30
Smith Salley Wealth Management
North Carolina
USD 177 k – – –
Doliver Advisors
31
Doliver Advisors
Texas
USD 163 k -USD 28.5 k -2,250 -15%
Raymond James & Associates
32
Raymond James & Associates
Florida
USD 162 k -USD 36.2 k -2,854 -18%
FineMark National Bank & Trust
33
FineMark National Bank & Trust
Florida
USD 128 k – – –
Blue Bell Private Wealth Management
34
Blue Bell Private Wealth Management
Pennsylvania
USD 72 k -USD 3.96 k -312 -5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
USD 49 k – – –
BOK Financial
36
BOK Financial
Oklahoma
USD 38 k +USD 37.4 k +2,947 Nuevas
Smithfield Trust
37
Smithfield Trust
Pennsylvania
USD 35 k – – –
Thomas J. Herzfeld Advisors
38
Thomas J. Herzfeld Advisors
Florida
USD 25 k – – –
JP Morgan Chase
39
JP Morgan Chase
New York
USD 22 k – – –
Federation des caisses Desjardins du Quebec
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 14.3 k – – –
North Star Investment Management
41
North Star Investment Management
Illinois
USD 13 k – – –
Tompkins Financial
42
Tompkins Financial
New York
USD 6 k – – –
US Bancorp
43
US Bancorp
Minnesota
USD 4 k – – –
Bartlett & Co
44
Bartlett & Co
Ohio
USD 3 k – – –
Rivernorth Capital Management
45
Rivernorth Capital Management
Florida
– -USD 6.34 M -499,070 Cerradas
Guggenheim Capital
46
Guggenheim Capital
Illinois
– -USD 281 k -22,130 Cerradas
AGM
47
Alpine Global Management
New York
– -USD 162 k -12,756 Cerradas
SOL Capital Management
48
SOL Capital Management
Maryland
– -USD 143 k -11,265 Cerradas
Barclays
49
Barclays
United Kingdom
– -USD 13 k -1,000 Cerradas
Creative Planning
50
Creative Planning
Kansas
– -USD 10 k -775 Cerradas
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