Swiss Helvetia Fund (SWZ) Stake Up in Latest Report from Wells Fargo & Company/mn


Swiss Helvetia Fund (NYSE:SWZ).

Wells Fargo & Company/mn reports that it increased its stake in Swiss Helvetia Fund shares by 1,116 shares as of the end of the last quarter. Its investment was worth $863,000 an increase of $19,000 as of quarter end.

Several firms have shifted positions in (SWZ). As of the end of the quarter John G Ullman & Associates Inc had sold a total of 3,593 shares trimming its holdings by 1.5%. The value of the investment in (SWZ) went from $3,146,000 to $3,118,000 a change of 0.9% for the reporting period. As of quarter end Cornerstone Advisors Inc had acquired 6,507 shares growing its stake by 16.9%. The value of the investment in SWZ increased from $490,000 to $574,000 increasing 17.1% quarter over quarter.

Icon Advisers Inc/co downsized its ownership by selling 211,180 shares a decrease of 79.2% in the quarter. Icon Advisers Inc/co now holds 55,587 shares valued at $710,000. The value of the position overall is down by 79.0%.

The company is now down by 0.08% since yesterday’s close of 12.45. The company’s P/E ratio is N/A and the market cap of the company is 315.16M. Investors are a little more bullish on shares of the company if you put credence in the downtick in short interest. The stock realized a fall in short interest of -32.67% as of the latest report on October 13, 2017. Short interest fell from 4,506 to 3,034 over that timeframe. With short interest at 3,034 and short average daily volume at 16,051, the short-interest ratio is 0.0 and the percentage of shorted shares is 0.00% as of October 13.