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Swiss Helvetia Fund shares owned by Bartlett & Co.

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Bartlett & Co. from 13F filings

Historical chart of Bartlett & Co. investment in Swiss Helvetia Fund

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Quarterly reported holdings in Swiss Helvetia Fund by Bartlett & Co.

Quarter filed Position value Share count Share price at filing
2011-12-31 $446k 45k 9.97
2011-09-30 $501k 45k 11.20
2011-08-11 $799k 56k 14.22
2011-05-12 $777k 56k 13.83

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View all positions for Bartlett & Co.

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Lazard Asset Management
CSS
Shaker Financial Services
Brooklyn Capital Management
Commonwealth Equity Services
Blue Bell Private Wealth Management
UBS Group
Uncommon Cents Investing
City of London Investment Management Company
CNH Partners
SageView Advisory Group
Wolverine Asset Management
Dynamic Advisors Solutions
Raymond James Financial Services Advisors

View all funds holding Swiss Helvetia Fund