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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘17
SU icon
1976
Suncor Energy
SU
$71.9B
4 181 177 73.9%
TEI
1977
Templeton Emerging Markets Income Fund
TEI
$318M
4 29 25 41.7%
UBCP icon
1978
United Bancorp
UBCP
$89.8M
4 5 1 29.5%
UEIC icon
1979
Universal Electronics
UEIC
$59.1M
4 51 47 92.6%
UG icon
1980
United-Guardian
UG
$33.6M
4 8 4 62.5%
VBF icon
1981
Invesco Bond Fund
VBF
$170M
4 11 7 25.7%
VREX icon
1982
Varex Imaging
VREX
$438M
4 80 76 69.3%
VUZI icon
1983
Vuzix
VUZI
$195M
4 10 6 56.9%
WF icon
1984
Woori Financial
WF
$15.2B
4 11 7 34.6%
ZG icon
1985
Zillow
ZG
$7.44B
4 46 42 19%
CVM icon
1986
CEL-SCI Corp
CVM
$20.3M
4 4 0 97.7%
WHG icon
1987
Westwood Holdings Group
WHG
$185M
4 32 28 71%
ACRE
1988
Ares Commercial Real Estate
ACRE
$247M
4 37 33 66.5%
ASHS icon
1989
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF
ASHS
$35.9M
4 5 1 23.1%
HYHG icon
1990
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$180M
4 10 6 5.35%
NX icon
1991
Quanex
NX
$786M
4 47 43 25.4%
RIV
1992
RiverNorth Opportunities Fund
RIV
$321M
4 6 2 41.2%
VALU icon
1993
Value Line
VALU
$375M
4 11 7 127%
NBHC icon
1994
National Bank Holdings
NBHC
$2.02B
4 48 44 26.3%
NUAG icon
1995
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$95.5M
4 8 4 15.9%
ERII icon
1996
Energy Recovery
ERII
$446M
4 31 27 9.62%
BBHY icon
1997
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$613M
4 4 0 11.5%
SGOL icon
1998
abrdn Physical Gold Shares ETF
SGOL
$6.92B
4 28 24 211%
LGLV icon
1999
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.17B
4 9 5 107%
GMF icon
2000
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$429M
4 15 11 54.4%