Swiss Helvetia Fund
SWZ
SWZ
5.70
USD
-0.05
0.87%
At close
Updated
Oct 14, 12:09 PM EDT
Pre-market
After hours
1 day
-0.87%
5 days
-1.04%
1 month
-3.39%
3 months
-3.55%
6 months
-6.4%
Year to date
-8.51%
1 year
-3.39%
5 years
-38.91%
10 years
-45.92%
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% |
|