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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 11.4 M +USD 44.9 k +4,607 +0.4%
Lazard Asset Management
2
Lazard Asset Management
New York
USD 7.38 M -USD 17.8 k -1,821 -0.2%
City of London Investment Management
3
City of London Investment Management
United Kingdom
USD 6.31 M – – –
CL
4
CSS LLC
Illinois
USD 3.24 M -USD 998 k -102,353 -22%
1607 Capital Partners
5
1607 Capital Partners
Virginia
USD 3.08 M -USD 178 k -18,231 -5%
MC
6
Matisse Capital
Oregon
USD 2.68 M -USD 193 k -19,803 -6%
GRQ
7
Gardner Russo & Quinn
Pennsylvania
USD 2.12 M +USD 33.3 k +3,416 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 1.43 M +USD 7.64 k +783 +0.5%
SFS
9
Shaker Financial Services
Virginia
USD 1.32 M +USD 162 k +16,615 +13%
BI
10
Bulldog Investors
New Jersey
USD 1.16 M +USD 627 k +64,330 +104%
Blue Bell Private Wealth Management
11
Blue Bell Private Wealth Management
Pennsylvania
USD 979 k -USD 32.4 k -3,324 -3%
UCI
12
Uncommon Cents Investing
Wisconsin
USD 828 k – – –
CA
13
Cornerstone Advisors
North Carolina
USD 815 k -USD 16.6 k -1,700 -2%
Wolverine Asset Management
14
Wolverine Asset Management
Illinois
USD 792 k +USD 63.6 k +6,520 +8%
Bank of America
15
Bank of America
North Carolina
USD 672 k +USD 35.4 k +3,632 +5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 443 k +USD 206 k +21,100 +78%
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
USD 306 k – – –
UBS Group
18
UBS Group
Switzerland
USD 259 k -USD 12.2 k -1,250 -4%
Raymond James & Associates
19
Raymond James & Associates
Florida
USD 253 k – – –
Morgan Stanley
20
Morgan Stanley
New York
USD 195 k +USD 3.42 k +351 +2%
GAMCO Investors
21
GAMCO Investors
Connecticut
USD 147 k – – –
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 138 k +USD 351 +36 +0.2%
Capital Investment Counsel Inc
23
Capital Investment Counsel Inc
North Carolina
USD 137 k – – –
Kestra Advisory Services
24
Kestra Advisory Services
Texas
USD 118 k – – –
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 105 k +USD 6.51 k +668 +6%
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