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SWZ
Swiss Helvetia Fund
6.00
USD
0.00
0%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0%
5 days
0.67%
1 month
1.52%
3 months
0%
6 months
-2.28%
Year to date
-3.69%
1 year
-0.83%
5 years
-40%
10 years
-42.64%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
DA
51
Doliver Advisors
Houston,
Texas
| – | -$234K | -19,982 | Closed |
|
| 52 |
AP
52
Advisor Partners
Walnut Creek,
California
| – | -$139K | -12,059 | Closed |
|
| 53 |
WAM
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$46K | -3,974 | Closed |
|
| 54 |
CFS
54
Commonwealth Financial Services
Vienna,
West Virginia
| – | -$3K | -265 | Closed |
|
| 55 |
RFA
55
Reilly Financial Advisors
La Mesa,
California
| – | +$11 | +1 | +3% |
|