LWM
SWZ

LBA Wealth Management’s Swiss Helvetia Fund SWZ Stock Holding History

LBA Wealth Management’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
2017
Q1 		– Hold
0
– – – 419
2016
Q4 		– Hold
0
– – – 420

Other funds holding SWZ

1CP
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Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return