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シン・ストック

シン・ストックとは、多くのファンドが投資を避けるよう指示されている企業、つまり酒類、たばこ、ギャンブル、武器関連の企業です。他の投資家から敬遠されてきたため、歴史的に割安で、株主への現金還元に積極的でした。

78銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
1901
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$254万 -$3.1万 2 0.14% 減少
1902
Tred Avon Family Wealth
Tred Avon Family Wealth
Maryland
$254万 +$1.9万 3 0.78% 買い増し
1903
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$254万 -$2276万 1 0.3% 減少
1904
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$254万 $0 1 2.71% 維持
1905
Waddell & Associates
Waddell & Associates
Tennessee
$253万 -$11.7万 5 0.13% 減少
1906
Aspire Private Capital
Aspire Private Capital
North Carolina
$253万 -$64.9万 3 0.52% 減少
1907
BIP Wealth
BIP Wealth
Georgia
$253万 +$59.7万 2 0.07% 買い増し
1908
Walker Asset Management
Walker Asset Management
Missouri
$253万 +$1.38万 3 1.27% 買い増し
1909
Quadcap Wealth Management
Quadcap Wealth Management
Texas
$252万 -$7.92万 3 0.24% 減少
1910
Privium Fund Management
Privium Fund Management
Netherlands
$252万 -$45.8万 1 0.46% 減少
1911
Claret Asset Management
Claret Asset Management
Quebec, Canada
$252万 +$31.5万 7 0.27% 買い増し
1912
WFI
West Family Investments
California
$252万 +$59.2万 5 0.73% 買い増し
1913
CWS Financial Advisors
CWS Financial Advisors
Michigan
$252万 +$9,183 2 0.56% 買い増し
1914
Bay Colony Advisors
Bay Colony Advisors
Massachusetts
$251万 +$11.2万 4 0.28% 買い増し
1915
First Business Financial Services
First Business Financial Services
Wisconsin
$251万 +$2.11万 2 0.19% 買い増し
1916
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$250万 -$69.5万 2 0.32% 減少
1917
Shoker Investment Counsel
Shoker Investment Counsel
Ohio
$250万 +$15.1万 1 0.63% 買い増し
1918
CSI
Cross Staff Investments
New York
$250万 -$2.22万 3 1.41% 減少
1919
BluePath Capital Management
BluePath Capital Management
Georgia
$249万 +$5.64万 2 1.37% 買い増し
1920
Bath Savings Trust
Bath Savings Trust
Maine
$249万 +$2.09万 2 0.26% 買い増し
1921
Kapstone Financial Advisors
Kapstone Financial Advisors
Ohio
$249万 -$1.54万 2 1.04% 減少
1922
Sovran Advisors
Sovran Advisors
California
$249万 +$24.6万 3 0.19% 買い増し
1923
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$249万 -$31.7万 2 0.09% 減少
1924
AA Financial Advisors
AA Financial Advisors
Ohio
$249万 +$10.3万 2 0.3% 買い増し
1925
Shah Wealth Advisors
Shah Wealth Advisors
California
$248万 +$239万 2 0.57% 新規