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Swiss Helvetia Closed Fund

(SWZ) Swiss Helvetia Closed Fund historical holders

SWZ

Swiss Helvetia Closed Fund value investing holders

Holders history details

Holders all time:
1
Current holders:
1
Sold out:
0
1 of the value investors we track have reported a position in (SWZ) Swiss Helvetia Closed Fund across the SEC filing history. Pick any fund to see its full SWZ transaction history over time.

How many funds currently hold (SWZ) Swiss Helvetia Closed Fund?

According to the latest reported portfolios, 1 of the 1 tracked value investors that ever held SWZ still hold it.

Who holds the largest (SWZ) Swiss Helvetia Closed Fund position?

Among the value investors we track, Thomas Russo holds the most valuable SWZ position, with a market value of roughly $580.14K in the latest reported portfolio.

Who has held (SWZ) Swiss Helvetia Closed Fund the longest?

Thomas Russo has held SWZ the longest among the current holders we track - for ~6 years.
*
Guru / Fund
currently held - the position is present in the latest reported portfolio
*
Guru / Fund
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top