ALA
SWZ

Atherton Lane Advisers’s Swiss Helvetia Fund SWZ Stock Holding History

Atherton Lane Advisers’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$114K Hold
2015
Q3 		$117K Sell
2015
Q2 		$157K Sell
2015
Q1 		$173K Sell
2014
Q4 		$588K Buy
2014
Q3 		$704K Sell
2014
Q2 		$963K Buy