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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 4.62 M +USD 38.6 k +5,189 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
USD 3.54 M +USD 823 k +110,572 +31%
1607 Capital Partners
3
1607 Capital Partners
Virginia
USD 2.8 M +USD 295 k +39,618 +12%
CL
4
CSS LLC
Illinois
USD 2.47 M – – –
AGM
5
Alpine Global Management
New York
USD 2.01 M +USD 95.2 k +12,798 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
USD 2 M – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 1.59 M -USD 1.6 k -215 -0.1%
Wolverine Asset Management
8
Wolverine Asset Management
Illinois
USD 1.57 M +USD 661 k +88,831 +76%
BI
9
Bulldog Investors
New Jersey
USD 1.18 M -USD 87.2 k -11,724 -7%
UCI
10
Uncommon Cents Investing
Wisconsin
USD 708 k – – –
Landscape Capital Management
11
Landscape Capital Management
New Jersey
USD 538 k +USD 318 k +42,752 +154%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
USD 505 k +USD 250 k +33,617 +102%
CA
13
Cornerstone Advisors
North Carolina
USD 473 k +USD 463 k +62,285 Nuevas
Morgan Stanley
14
Morgan Stanley
New York
USD 266 k – – –
Smith Salley Wealth Management
15
Smith Salley Wealth Management
North Carolina
USD 156 k +USD 152 k +20,465 Nuevas
Walleye Trading
16
Walleye Trading
New York
USD 151 k -USD 2.23 k -300 -1%
Curi RMB Capital
17
Curi RMB Capital
Illinois
USD 150 k +USD 146 k +19,622 Nuevas
City of London Investment Management
18
City of London Investment Management
United Kingdom
USD 149 k +USD 146 k +19,605 Nuevas
Advisor Partners
19
Advisor Partners
California
USD 135 k – – –
Capital Investment Counsel Inc
20
Capital Investment Counsel Inc
North Carolina
USD 114 k +USD 111 k +14,961 Nuevas
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
USD 72 k -USD 27.3 k -3,666 -28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 69 k +USD 2.75 k +370 +4%
UBS Group
23
UBS Group
Switzerland
USD 47 k -USD 9.17 k -1,232 -17%
Brown Brothers Harriman & Co
24
Brown Brothers Harriman & Co
New York
USD 34 k – – –
Bank of America
25
Bank of America
North Carolina
USD 28 k -USD 7 -1 -0%
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