Swiss Helvetia Fund shares owned by Atherton Lane Advisers
Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Atherton Lane Advisers
from 13F filings
Historical chart of Atherton Lane Advisers investment in Swiss Helvetia Fund
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All positions including Swiss Helvetia Fund held by Atherton Lane Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Swiss Helvetia Fund by Atherton Lane Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2015-12-31 | $114k | 11k | 10.60 |
2015-09-30 | $117k | 11k | 10.88 |
2015-06-30 | $157k | 13k | 11.70 |
2015-03-31 | $173k | 15k | 11.51 |
2014-12-31 | $588k | 53k | 11.14 |
2014-09-30 | $704k | 52k | 13.54 |
2014-06-30 | $963k | 66k | 14.58 |
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