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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘19
PGP
1576
PIMCO Global StockPLUS & Income Fund
PGP
$96.6M
7 12 5 30.3%
CVBF icon
1577
CVB Financial
CVBF
$3.98B
7 69 62 4.54%
OPRT icon
1578
Oportun Financial
OPRT
$257M
7 12 5 76.5%
LDP icon
1579
Cohen & Steers Duration Preferred & Income Fund
LDP
$599M
7 23 16 21.5%
LE icon
1580
Lands' End
LE
$361M
7 38 31 30.1%
NUEM icon
1581
Nuveen ESG Emerging Markets Equity ETF
NUEM
$367M
7 11 4 46%
VNCE icon
1582
Vince Holding Corp
VNCE
$76.2M
7 17 10 65.7%
MRKR icon
1583
Marker Therapeutics
MRKR
$20.3M
7 22 15 95.8%
KBWD icon
1584
Invesco KBW High Dividend Yield Financial ETF
KBWD
$408M
7 19 12 45.1%
MTNB icon
1585
Matinas BioPharma
MTNB
$1.55M
7 11 4 99.8%
MCO icon
1586
Moody's
MCO
$81.7B
7 273 266 98.6%
MCHP icon
1587
Microchip Technology
MCHP
$42.8B
7 286 279 50.6%
NOMD icon
1588
Nomad Foods
NOMD
$1.64B
7 79 72 47.6%
LCNB icon
1589
LCNB Corp
LCNB
$285M
7 25 18 3.63%
KOF icon
1590
Coca-Cola Femsa
KOF
$21.6B
7 40 33 69.4%
AGZ icon
1591
iShares Agency Bond ETF
AGZ
$553M
7 42 35 6.16%
KBR icon
1592
KBR
KBR
$4.68B
7 97 90 21.1%
RICK icon
1593
RCI Hospitality Holdings
RICK
$199M
7 28 21 27.2%
JMBS icon
1594
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.71B
7 12 5 14.6%
JBGS
1595
JBG SMITH
JBGS
$846M
7 87 80 63.6%
SDG icon
1596
iShares MSCI Global Sustainable Development Goals ETF
SDG
$167M
7 13 6 34%
IXG icon
1597
iShares Global Financials ETF
IXG
$655M
7 27 20 90.5%
SFL icon
1598
SFL Corp
SFL
$1.59B
7 50 43 18%
FQAL icon
1599
Fidelity Quality Factor ETF
FQAL
$1.41B
7 21 14 116%
IGI
1600
Western Asset Investment Grade Defined Opportunity Trust
IGI
$94.9M
7 11 4 30.8%