Ground Swell Capital’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+142	New	+$1.97K	﹤0.01%	2013

Other funds holding BHL

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in Blackrock Defined Opp Crt Tr (BHL) in Q3 2014: 142 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings.

16 funds tracked by Wall St. Rank hold BHL as of Q3 2014.

Ground Swell Capital held 142 shares of Blackrock Defined Opp Crt Tr worth $2K as of Q3 2014.
Blackrock Defined Opp Crt Tr was a new Ground Swell Capital position in Q3 2014.
Blackrock Defined Opp Crt Tr made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2013 holding.
16 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q3 2014.

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