GSC
BNJ

Ground Swell Capital’s Blackrock New Jersey Muni Tr BNJ Stock Holding History

Ground Swell Capital’s Portfolio BNJ Stock Details BNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$1K – 3010
2014
Q2 		$1K Buy
+100
New +$1.45K ﹤0.01% 1870

Other funds holding BNJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ground Swell Capital sold out of Blackrock New Jersey Muni Tr (BNJ) in Q3 2014, closing a stake of 100 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in BNJ in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 12 funds tracked by Wall St. Rank hold BNJ as of Q3 2014.

  • Ground Swell Capital reported no remaining Blackrock New Jersey Muni Tr position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Blackrock New Jersey Muni Tr shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Blackrock New Jersey Muni Tr in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Blackrock New Jersey Muni Tr position peaked at $1K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Blackrock New Jersey Muni Tr as of Q3 2014.

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