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STEW
SRH Total Return Fund
STEW
STEW
18.67
USD
+0.14
0.76%
At close
Updated
Aug 26, 4:00 PM EDT
Pre-market
After hours
1 day
0.76%
5 days
0.92%
1 month
2.36%
3 months
5.18%
6 months
3.38%
Year to date
1.69%
1 year
2.13%
5 years
34.32%
10 years
120.17%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $203K | – | – | – |
|
| 27 |
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $136K | +$13K | +1,483 | +11% |
|
| 28 |
SKK
28
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $126K | – | – | – |
|
| 29 |
29
LPL Financial
San Diego,
California
| $115K | +$8.81K | +1,006 | +8% |
|
| 30 |
COLIM
30
City of London Investment Management
London,
United Kingdom
| $111K | – | – | – |
|
| 31 |
GC
31
Guggenheim Capital
Chicago,
Illinois
| $101K | +$99.9K | +11,412 | New |
|
| 32 |
EWM
32
Evercore Wealth Management
New York
| $27K | – | – | – |
|
| 33 |
S
33
SignatureFD
Atlanta,
Georgia
| $27K | – | – | – |
|
| 34 |
LTFS
34
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
| 35 |
DADC
35
D.A. Davidson & Co
Great Falls,
Montana
| $3K | -$10.1K | -1,157 | -74% |
|
| 36 |
36
Citigroup
New York
| $1K | -$18 | -2 | -3% |
|