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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CL
1
CSS LLC
Illinois
USD 6.05 M -USD 3.87 M -638,460 -38%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
USD 3.86 M -USD 8.96 M -1,476,608 -69%
IA
3
Icon Advisers
Colorado
USD 2.97 M -USD 277 k -45,605 -8%
MC
4
Matisse Capital
Oregon
USD 2.42 M -USD 1.23 M -202,731 -33%
Saba Capital Management
5
Saba Capital Management
New York
USD 2.4 M -USD 1.22 M -201,144 -33%
Rivernorth Capital Management
6
Rivernorth Capital Management
Florida
USD 1.96 M -USD 643 k -105,999 -24%
SFS
7
Shaker Financial Services
Virginia
USD 1.91 M +USD 1.13 M +186,197 +137%
Evolve Private Wealth
8
Evolve Private Wealth
California
USD 868 k -USD 435 k -71,606 -33%
YCM
9
Yakira Capital Management
Connecticut
USD 745 k -USD 403 k -66,459 -35%
GRQ
10
Gardner Russo & Quinn
Pennsylvania
USD 579 k -USD 295 k -48,617 -33%
Blue Bell Private Wealth Management
11
Blue Bell Private Wealth Management
Pennsylvania
USD 523 k +USD 144 k +23,761 +37%
UCI
12
Uncommon Cents Investing
Wisconsin
USD 500 k -USD 240 k -39,583 -32%
AGM
13
Alpine Global Management
New York
USD 482 k +USD 493 k +81,274 Nuevas
NWMP
14
Noble Wealth Management PBC
Colorado
USD 411 k -USD 197 k -32,545 -32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 369 k -USD 123 k -20,316 -25%
Private Management Group
16
Private Management Group
California
USD 306 k – – –
Morgan Stanley
17
Morgan Stanley
New York
USD 306 k +USD 56.1 k +9,252 +22%
CC
18
CF Capital
Massachusetts
USD 282 k -USD 3.72 M -613,554 -93%
UBS Group
19
UBS Group
Switzerland
USD 280 k +USD 159 k +26,221 +124%
AC
20
Almitas Capital
California
USD 275 k +USD 58.7 k +9,673 +26%
Nixon Peabody Trust
21
Nixon Peabody Trust
Massachusetts
USD 249 k – – –
BI
22
Bulldog Investors
New Jersey
USD 236 k -USD 741 k -122,116 -75%
Landscape Capital Management
23
Landscape Capital Management
New Jersey
USD 213 k +USD 218 k +35,909 Nuevas
GAMCO Investors
24
GAMCO Investors
Connecticut
USD 190 k – – –
LSC
25
Logan Stone Capital
Illinois
USD 165 k – – –
1
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