Ground Swell Capital’s BlackRock Energy and Resources Trust BGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1K	Buy	+60	New	+$1.56K	﹤0.01%	2085

Other funds holding BGR

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in BlackRock Energy and Resources Trust (BGR) in Q3 2014: 60 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings.

73 funds tracked by Wall St. Rank hold BGR as of Q3 2014.

Ground Swell Capital held 60 shares of BlackRock Energy and Resources Trust worth $1K as of Q3 2014.
BlackRock Energy and Resources Trust was a new Ground Swell Capital position in Q3 2014.
BlackRock Energy and Resources Trust made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2085 holding.
73 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2014.

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