GSC
BNY

Ground Swell Capital’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Ground Swell Capital’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-63
Closed -$1K – 2413
2014
Q2 		$1K Buy
+63
New +$878 ﹤0.01% 1685

Other funds holding BNY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Ground Swell Capital sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2014, closing a stake of 63 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in BNY in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 19 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

  • Ground Swell Capital reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 63 BlackRock New York Municipal Income Trust shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in BlackRock New York Municipal Income Trust in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's BlackRock New York Municipal Income Trust position peaked at $1K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2014.

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