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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

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Atherton Lane Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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