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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘19
CAC icon
2001
Camden National
CAC
$978M
11 18 7 25.7%
IGE icon
2002
iShares North American Natural Resources ETF
IGE
$741M
11 30 19 99.4%
CNOB icon
2003
Center Bancorp
CNOB
$1.66B
11 17 6 28.1%
ETV
2004
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
11 19 8 1.94%
BILI icon
2005
Bilibili
BILI
$7.99B
11 25 14 2.58%
YORW icon
2006
York Water
YORW
$502M
11 18 7 32.8%
IX icon
2007
ORIX
IX
$44B
11 19 8 142%
SMDV icon
2008
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
11 19 8 25%
KIE icon
2009
State Street SPDR S&P Insurance ETF
KIE
$649M
11 28 17 81.3%
EWS icon
2010
iShares MSCI Singapore ETF
EWS
$1.04B
11 28 17 33.7%
PFLT icon
2011
PennantPark Floating Rate Capital
PFLT
$689M
11 22 11 43%
NAC icon
2012
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
11 18 7 21.3%
PFXF icon
2013
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
11 20 9 13.1%
FLTR icon
2014
VanEck IG Floating Rate ETF
FLTR
$2.94B
11 21 10 1.19%
UEC icon
2015
Uranium Energy
UEC
$4.75B
11 18 7 944%
FOR icon
2016
Forestar Group
FOR
$1.44B
11 26 15 35%
PJP icon
2017
Invesco Pharmaceuticals ETF
PJP
$442M
11 22 11 87.6%
USAC icon
2018
USA Compression Partners
USAC
$3.79B
11 19 8 44.2%
RILY icon
2019
BRC Group Holdings
RILY
$288M
11 20 9 71.6%
INDY icon
2020
iShares S&P India Nifty 50 Index Fund
INDY
$562M
11 22 11 13.3%
EWM icon
2021
iShares MSCI Malaysia ETF
EWM
$310M
11 23 12 1.51%
QTTB icon
2022
Q32 Bio
QTTB
$466M
11 19 8 95.8%
SMBK icon
2023
SmartFinancial
SMBK
$896M
11 14 3 122%
PML
2024
PIMCO Municipal Income Fund II
PML
$485M
11 11 0 54%
MMU
2025
Western Asset Managed Municipals Fund
MMU
$548M
11 17 6 24.7%