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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘13
JCE icon
201
Nuveen Core Equity Alpha Fund
JCE
$288M
8 13 5 0.18%
BIT icon
202
BlackRock Multi-Sector Income Trust
BIT
$702M
8 14 6 28.1%
BBN icon
203
BlackRock Taxable Municipal Bond Trust
BBN
$986M
8 22 14 16.7%
RSPH icon
204
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$784M
8 15 7 222%
QCRH icon
205
QCR Holdings
QCRH
$1.7B
8 11 3 510%
IXP icon
206
iShares Global Comm Services ETF
IXP
$572M
8 28 20 72.7%
UTL icon
207
Unitil
UTL
$980M
8 39 31 76.2%
ESCA icon
208
Escalade
ESCA
$311M
8 10 2 92%
JKS
209
JinkoSolar
JKS
$891M
8 20 12 41.9%
BFS
210
Saul Centers
BFS
$841M
8 44 36 28.7%
RWK icon
211
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
8 13 5 239%
REM icon
212
iShares Mortgage Real Estate ETF
REM
$543M
8 37 29 52.3%
FCEL icon
213
FuelCell Energy
FCEL
$1.63B
8 29 21 99.7%
MSEX icon
214
Middlesex Water
MSEX
$1.1B
8 32 24 178%
MG icon
215
Mistras Group
MG
$512M
8 35 27 23%
EDD
216
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$385M
8 28 20 54.1%
TK icon
217
Teekay
TK
$985M
8 50 42 76.4%
WRLD icon
218
World Acceptance Corp
WRLD
$873M
7 63 56 114%
TY icon
219
TRI-Continental Corp
TY
$1.9B
7 23 16 78.8%
NVRI icon
220
Enviri
NVRI
$620M
7 81 74 21.3%
NFJ
221
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.43B
7 25 18 12.9%
GHM icon
222
Graham Corp
GHM
$1.31B
7 40 33 208%
EWG icon
223
iShares MSCI Germany ETF
EWG
$1.68B
7 73 66 38.6%
EIM
224
Eaton Vance Municipal Bond Fund
EIM
$499M
7 21 14 14%
DPG
225
Duff & Phelps Utility and Infrastructure Fund
DPG
$524M
7 15 8 23.6%