GSC
AVK

Ground Swell Capital’s Advent Convertible and Income Fund AVK Stock Holding History

Ground Swell Capital’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Buy
+116
New +$2.12K ﹤0.01% 1865

Other funds holding AVK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Advent Convertible and Income Fund (AVK) in Q3 2014: 116 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings.

44 funds tracked by Wall St. Rank hold AVK as of Q3 2014.

  • Ground Swell Capital held 116 shares of Advent Convertible and Income Fund worth $2K as of Q3 2014.
  • Advent Convertible and Income Fund was a new Ground Swell Capital position in Q3 2014.
  • Advent Convertible and Income Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1865 holding.
  • 44 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q3 2014.

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