Acciones del pecado
Las acciones del pecado son las de empresas que muchos fondos tienen instrucciones de evitar: bebidas alcohólicas, tabaco, apuestas y armas. Históricamente, el hecho de que otros las excluyan las ha mantenido baratas y con generosos pagos en efectivo.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1901 |
Tred Avon Family Wealth
Easton,
Maryland
| USD 2.54 M | +USD 19 k | 3 | 0.78% | Aumentadas |
|
| 1902 |
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 2.54 M | -USD 22.8 M | 1 | 0.3% | Reducidas |
|
| 1903 |
Pensionfund Sabic
Sittard,
Netherlands
| USD 2.54 M | USD 0 | 1 | 2.71% | Mantenido |
|
| 1904 |
Waddell & Associates
Memphis,
Tennessee
| USD 2.53 M | -USD 117 k | 5 | 0.13% | Reducidas |
|
| 1905 |
Aspire Private Capital
Cornelius,
North Carolina
| USD 2.53 M | -USD 649 k | 3 | 0.52% | Reducidas |
|
| 1906 |
BIP Wealth
Atlanta,
Georgia
| USD 2.53 M | +USD 597 k | 2 | 0.07% | Aumentadas |
|
| 1907 |
Walker Asset Management
Verona,
Missouri
| USD 2.53 M | +USD 13.8 k | 3 | 1.27% | Aumentadas |
|
| 1908 |
Quadcap Wealth Management
Frisco,
Texas
| USD 2.52 M | -USD 79.2 k | 3 | 0.24% | Reducidas |
|
| 1909 |
Privium Fund Management
Amsterdam,
Netherlands
| USD 2.52 M | -USD 458 k | 1 | 0.46% | Reducidas |
|
| 1910 |
Claret Asset Management
Montreal,
Quebec, Canada
| USD 2.52 M | +USD 315 k | 7 | 0.27% | Aumentadas |
|
| 1911 |
WFI
West Family Investments
Carlsbad,
California
| USD 2.52 M | +USD 592 k | 5 | 0.73% | Aumentadas |
|
| 1912 |
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 2.52 M | +USD 9.18 k | 2 | 0.56% | Aumentadas |
|
| 1913 |
Bay Colony Advisors
Concord,
Massachusetts
| USD 2.51 M | +USD 112 k | 4 | 0.28% | Aumentadas |
|
| 1914 |
First Business Financial Services
Madison,
Wisconsin
| USD 2.51 M | +USD 21.1 k | 2 | 0.19% | Aumentadas |
|
| 1915 |
Wellington Shields Capital Management
New York
| USD 2.5 M | -USD 695 k | 2 | 0.32% | Reducidas |
|
| 1916 |
Shoker Investment Counsel
Oxford,
Ohio
| USD 2.5 M | +USD 151 k | 1 | 0.63% | Aumentadas |
|
| 1917 |
CSI
Cross Staff Investments
Pittsford,
New York
| USD 2.5 M | -USD 22.2 k | 3 | 1.41% | Reducidas |
|
| 1918 |
BluePath Capital Management
Atlanta,
Georgia
| USD 2.49 M | +USD 56.4 k | 2 | 1.37% | Aumentadas |
|
| 1919 |
Bath Savings Trust
Bath,
Maine
| USD 2.49 M | +USD 20.9 k | 2 | 0.26% | Aumentadas |
|
| 1920 |
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 2.49 M | -USD 15.4 k | 2 | 1.04% | Reducidas |
|
| 1921 |
Sovran Advisors
San Diego,
California
| USD 2.49 M | +USD 246 k | 3 | 0.19% | Aumentadas |
|
| 1922 |
Klingenstein Fields & Co
New York
| USD 2.49 M | -USD 317 k | 2 | 0.09% | Reducidas |
|
| 1923 |
AA Financial Advisors
Columbus,
Ohio
| USD 2.49 M | +USD 103 k | 2 | 0.3% | Aumentadas |
|
| 1924 |
Shah Wealth Advisors
Chino Hills,
California
| USD 2.48 M | +USD 2.39 M | 2 | 0.57% | Nuevas |
|
| 1925 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 2.46 M | -USD 1.48 M | 4 | 0.1% | Reducidas |
|