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Special Opportunities shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Special Opportunities (SPE.PC) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Special Opportunities

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $73k 3.1k 23.75
2024-06-30 $71k 3.1k 23.27
2024-03-31 $70k 3.1k 22.73
2023-09-30 $69k 3.1k 22.70
2023-06-30 $70k 3.1k 22.90
2023-03-31 $70k 3.1k 22.85
2022-12-31 $72k 3.2k 22.69
2022-09-30 $74k 3.2k 23.19
2022-06-30 $76k 3.2k 23.82

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Special Opportunities

Kovitz Investment Group Partners
CSS
Graham Capital Wealth Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Morgan Stanley
Advisor Group Holdings
Winmill & Co

View all funds holding Special Opportunities