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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘16
XHR
1701
Xenia Hotels & Resorts
XHR
$1.84B
3 74 71 2.99%
VNOM icon
1702
Viper Energy
VNOM
$8.44B
3 14 11 170%
TS icon
1703
Tenaris
TS
$28.2B
3 53 50 56.4%
SOR
1704
Source Capital
SOR
$377M
3 16 13 27.3%
EWQ icon
1705
iShares MSCI France ETF
EWQ
$368M
3 24 21 81.7%
HTO
1706
H2O America
HTO
$2.61B
3 48 45 11.6%
RIGS icon
1707
ALPS Strategic Income Fund
RIGS
$59.9M
3 12 9 10.9%
RFFC icon
1708
ALPS Active Equity Opportunity ETF
RFFC
$30M
3 3 0 174%
ESP icon
1709
Espey Mfg & Electronics Corp
ESP
$167M
3 6 3 114%
ONEO icon
1710
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
3 3 0 135%
EFR
1711
Eaton Vance Senior Floating-Rate Fund
EFR
$314M
3 23 20 27.7%
LVHI icon
1712
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.16B
3 3 0 59.9%
HROW icon
1713
Harrow
HROW
$1.56B
3 7 4 1,572%
GGG icon
1714
Graco
GGG
$12.3B
3 104 101 167%
DGRE icon
1715
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$142M
3 7 4 81.8%
CVBF icon
1716
CVB Financial
CVBF
$3.96B
3 52 49 2.09%
CLMT icon
1717
Calumet Specialty Products
CLMT
$3.45B
3 28 25 890%
CGEN icon
1718
Compugen
CGEN
$218M
3 18 15 54.9%
BHV icon
1719
BlackRock Virginia Muni Bond Trust
BHV
$19.9M
3 4 1 18.8%
APAM icon
1720
Artisan Partners
APAM
$2.6B
3 62 59 23.3%
PVLA
1721
Palvella Therapeutics
PVLA
$2.09B
3 6 3 29.5%
UPLD icon
1722
Upland Software
UPLD
$14.7M
3 8 5 94.4%
SCOR icon
1723
Comscore
SCOR
$111M
3 66 63 98.8%
QLTA icon
1724
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.32B
3 13 10 9%
PR
1725
Permian Resources
PR
$16.4B
3 21 18 0.51%