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Swiss Helvetia Fund shares owned by LBA Wealth Management

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

Historical chart of LBA Wealth Management investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Swiss Helvetia Fund by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $2.0k 192 10.42
2016-12-31 $2.0k 192 10.42

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Lazard Asset Management
1607 Capital Partners
Shaker Financial Services
CSS
Gardner Russo & Gardner
Saba Capital Management
Brooklyn Capital Management
Karpus Investment Management
Commonwealth Equity Services
Sanctuary Advisors
Envestnet Asset Management
Uncommon Cents Investing
Blue Bell Private Wealth Management
UBS Group

View all funds holding Swiss Helvetia Fund