Ground Swell Capital’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Ground Swell Capital’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3K	Buy	+200	New	+$3.52K	0.01%	1697

Other funds holding ARDC

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's ARDC Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Are Dynamic Credit Allocation Fund (ARDC) in Q3 2014: 200 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1697 among its holdings.

28 funds tracked by Wall St. Rank hold ARDC as of Q3 2014.

Ground Swell Capital held 200 shares of Are Dynamic Credit Allocation Fund worth $3K as of Q3 2014.
Are Dynamic Credit Allocation Fund was a new Ground Swell Capital position in Q3 2014.
Are Dynamic Credit Allocation Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1697 holding.
28 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.