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Swiss Helvetia Fund shares owned by Cutler Capital Management

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Cutler Capital Management from 13F filings

Historical chart of Cutler Capital Management investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Cutler Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Cutler Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 36k 5.94
2017-03-31 $522k 45k 11.60
2016-12-31 $1.1M 113k 10.21
2016-09-30 $1.3M 124k 10.69
2016-06-30 $1.3M 122k 10.35
2016-03-31 $1.2M 120k 10.17
2015-12-31 $1.2M 116k 10.55
2015-09-30 $1.2M 114k 10.86
2015-06-30 $1.2M 108k 11.32
2015-03-31 $797k 69k 11.54
2014-12-31 $531k 48k 11.15
2014-09-30 $901k 67k 13.53
2014-06-30 $937k 64k 14.57
2014-03-31 $925k 64k 14.38
2013-12-31 $837k 60k 13.95
2013-09-30 $853k 60k 14.22
2013-06-30 $675k 55k 12.31