BC
SWZ

Brinker Capital’s Swiss Helvetia Fund SWZ Stock Holding History

Brinker Capital’s Portfolio SWZ Stock Details SWZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
2018
Q3 		$238K Sell
2018
Q2 		$359K Sell
2018
Q1 		$373K Sell
2017
Q4 		$417K Sell
2017
Q3 		$560K Sell
2017
Q2 		$644K Sell
2017
Q1 		$703K Buy