Selective Wealth Management, Inc. - ADAMS DIVERSIFIED EQUITY FD ownership

ADAMS DIVERSIFIED EQUITY FD's ticker is ADX and the CUSIP is 006212104. A total of 135 filers reported holding ADAMS DIVERSIFIED EQUITY FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ADAMS DIVERSIFIED EQUITY FD
ValueSharesWeighting
Q1 2021$3,0000.0%1450.0%0.00%
+50.0%
Q4 2020$3,000
+50.0%
1450.0%0.00%0.0%
Q3 2020$2,0000.0%1450.0%0.00%0.0%
Q2 2020$2,0000.0%1450.0%0.00%
-33.3%
Q1 2020$2,0000.0%1450.0%0.00%
+50.0%
Q4 2019$2,0000.0%1450.0%0.00%
-33.3%
Q3 2019$2,0000.0%1450.0%0.00%
-87.5%
Q3 2018$2,0001450.02%
Other shareholders
ADAMS DIVERSIFIED EQUITY FD shareholders Q4 2020
NameSharesValueWeighting ↓
INTREPID FAMILY OFFICE LLC 247,000$3,789,0009.78%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,116,033$17,120,0005.75%
Shaker Financial Services, LLC 430,758$6,608,0003.21%
1607 Capital Partners, LLC 2,465,240$37,817,0002.58%
Waterfront Wealth Inc. 304,882$4,677,0001.89%
Bulldog Investors, LLP 364,137$5,586,0001.54%
DUBUQUE BANK & TRUST CO 656,564$10,071,0001.30%
Uncommon Cents Investing LLC 190,067$2,916,0001.16%
FCA CORP /TX 191,113$2,932,0001.16%
Bensler, LLC 302,128$4,634,6481.10%
View complete list of ADAMS DIVERSIFIED EQUITY FD shareholders