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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘13
SPVM icon
1951
Invesco S&P 500 Value with Momentum ETF
SPVM
$139M
1 3 2 200%
TCI icon
1952
Transcontinental Realty Investors
TCI
$338M
1 1 0 332%
NAN icon
1953
Nuveen New York Quality Municipal Income Fund
NAN
$360M
1 5 4 15.3%
RAIL icon
1954
FreightCar America
RAIL
$238M
1 32 31 64.8%
SNOA icon
1955
Sonoma Pharmaceuticals
SNOA
$6.61M
1 3 2 99.9%
DFP
1956
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$423M
1 4 3 3.37%
APYX icon
1957
Apyx Medical
APYX
$128M
1 4 3 8.16%
AOR icon
1958
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.76B
1 13 12 89.8%
FHN icon
1959
First Horizon
FHN
$11.6B
1 84 83 124%
EWQ icon
1960
iShares MSCI France ETF
EWQ
$337M
1 19 18 74.3%
EUSA icon
1961
iShares MSCI USA Equal Weighted ETF
EUSA
$1.95B
1 2 1 226%
IOR
1962
Income Opportunity Realty Investors
IOR
1 1 0
VMO icon
1963
Invesco Municipal Opportunity Trust
VMO
$657M
0 17 17 17.3%
TIPX icon
1964
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.08B
0 1 1 4.16%
EEFT icon
1965
Euronet Worldwide
EEFT
$2.64B
0 71 71 76.9%
CNS icon
1966
Cohen & Steers
CNS
$4.28B
0 38 38 136%
QLTA icon
1967
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
0 7 7 6.17%
INSG icon
1968
Inseego
INSG
$74.2M
0 17 17 82.7%
CAMT icon
1969
Camtek
CAMT
$6.69B
0 3 3 8,326%
ELTK icon
1970
Eltek
ELTK
$52.9M
0 2 2 21.1%
NUW icon
1971
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
0 5 5 8.94%
NEN icon
1972
New England Realty Associates
NEN
$191M
0 1 1 19.6%
WIA
1973
Western Asset Inflation-Linked Income Fund
WIA
$186M
0 12 12 31.5%
STGW icon
1974
Stagwell
STGW
$2.11B
0 36 36 53.7%
MTR
1975
Mesa Royalty Trust
MTR
$4.83M
0 2 2 88.8%