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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allspring Global Investments
1
Allspring Global Investments
North Carolina
USD 12.1 M +USD 1.18 M +149,701 +11%
Lazard Asset Management
2
Lazard Asset Management
New York
USD 6.37 M -USD 2.46 k -312 -0%
City of London Investment Management
3
City of London Investment Management
United Kingdom
USD 3.53 M -USD 951 k -120,686 -21%
1607 Capital Partners
4
1607 Capital Partners
Virginia
USD 2.65 M +USD 103 k +13,044 +4%
CL
5
CSS LLC
Illinois
USD 2.28 M – – –
SFS
6
Shaker Financial Services
Virginia
USD 2.26 M +USD 439 k +55,669 +24%
GRQ
7
Gardner Russo & Quinn
Pennsylvania
USD 2.05 M +USD 31.6 k +4,013 +2%
BI
8
Bulldog Investors
New Jersey
USD 1.88 M – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 1 M -USD 36.8 k -4,667 -4%
Morgan Stanley
10
Morgan Stanley
New York
USD 774 k +USD 80.7 k +10,233 +12%
Blue Bell Private Wealth Management
11
Blue Bell Private Wealth Management
Pennsylvania
USD 759 k -USD 10 k -1,263 -1%
UCI
12
Uncommon Cents Investing
Wisconsin
USD 715 k – – –
AW
13
Atlas Wealth
Ohio
USD 495 k -USD 27.9 k -3,541 -5%
UBS Group
14
UBS Group
Switzerland
USD 418 k +USD 129 k +16,351 +45%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 358 k -USD 60.3 k -7,650 -14%
Dynamic Advisor Solutions
16
Dynamic Advisor Solutions
Arizona
USD 214 k +USD 16.3 k +2,066 +8%
Wolverine Asset Management
17
Wolverine Asset Management
Illinois
USD 207 k +USD 116 k +14,688 +128%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 176 k +USD 7.88 k +1,000 +5%
GAMCO Investors
19
GAMCO Investors
Connecticut
USD 127 k – – –
Capital Investment Counsel Inc
20
Capital Investment Counsel Inc
North Carolina
USD 119 k – – –
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 102 k – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 101 k +USD 1.24 k +158 +1%
Wells Fargo
23
Wells Fargo
California
USD 77.7 k -USD 11.3 k -1,439 -13%
Bank of America
24
Bank of America
North Carolina
USD 54.8 k – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 41 k – – –
1
2