¡Ya estamos en ! Descubre más
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 12 M +USD 105 k +11,198 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
USD 7.84 M -USD 213 k -22,644 -3%
City of London Investment Management
3
City of London Investment Management
United Kingdom
USD 6.69 M – – –
CL
4
CSS LLC
Illinois
USD 4.43 M -USD 60.4 k -6,414 -1%
1607 Capital Partners
5
1607 Capital Partners
Virginia
USD 3.44 M -USD 126 k -13,417 -4%
MC
6
Matisse Capital
Oregon
USD 3.04 M -USD 19.8 k -2,100 -0.7%
GRQ
7
Gardner Russo & Quinn
Pennsylvania
USD 2.21 M +USD 29.6 k +3,146 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 1.51 M -USD 67.2 k -7,136 -4%
SFS
9
Shaker Financial Services
Virginia
USD 1.24 M +USD 279 k +29,587 +30%
Blue Bell Private Wealth Management
10
Blue Bell Private Wealth Management
Pennsylvania
USD 1.07 M -USD 55.3 k -5,874 -5%
CA
11
Cornerstone Advisors
North Carolina
USD 881 k +USD 138 k +14,607 +19%
UCI
12
Uncommon Cents Investing
Wisconsin
USD 877 k – – –
Wolverine Asset Management
13
Wolverine Asset Management
Illinois
USD 776 k +USD 321 k +34,079 +74%
Bank of America
14
Bank of America
North Carolina
USD 677 k +USD 20.2 k +2,147 +3%
BI
15
Bulldog Investors
New Jersey
USD 603 k – – –
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
USD 325 k +USD 314 k +33,380 Nuevas
UBS Group
17
UBS Group
Switzerland
USD 287 k +USD 1.54 k +164 +0.6%
Raymond James & Associates
18
Raymond James & Associates
Florida
USD 268 k -USD 4.29 k -456 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
USD 265 k +USD 256 k +27,200 Nuevas
Morgan Stanley
20
Morgan Stanley
New York
USD 203 k – – –
LPL Financial
21
LPL Financial
California
USD 159 k +USD 154 k +16,350 Nuevas
GAMCO Investors
22
GAMCO Investors
Connecticut
USD 156 k – – –
Capital Investment Counsel Inc
23
Capital Investment Counsel Inc
North Carolina
USD 146 k – – –
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 146 k – – –
Kestra Advisory Services
25
Kestra Advisory Services
Texas
USD 125 k – – –
1
2