GSC
BQY

Ground Swell Capital’s BLACKROCK DIVIDEND INCOME TR COM SHS BQY Stock Holding History

Ground Swell Capital’s Portfolio BQY Stock Details BQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Sell
200
-80
-29% -$1.06K 0.01% 1829
2014
Q2 		$4K Buy
+280
New +$3.7K 0.01% 1262

Other funds holding BQY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ground Swell Capital reduced its BLACKROCK DIVIDEND INCOME TR COM SHS (BQY) stake by 29% in Q3 2014, selling an estimated $1.06K and leaving 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1829.

Ground Swell Capital first reported a position in BQY in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 19 funds tracked by Wall St. Rank hold BQY as of Q3 2014.

  • Ground Swell Capital held 200 shares of BLACKROCK DIVIDEND INCOME TR COM SHS worth $3K as of Q3 2014.
  • Ground Swell Capital sold 80 BLACKROCK DIVIDEND INCOME TR COM SHS shares in Q3 2014, an estimated $1.06K.
  • BLACKROCK DIVIDEND INCOME TR COM SHS made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1829 holding.
  • Ground Swell Capital first reported a position in BLACKROCK DIVIDEND INCOME TR COM SHS in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's BLACKROCK DIVIDEND INCOME TR COM SHS position peaked at $4K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held BLACKROCK DIVIDEND INCOME TR COM SHS as of Q3 2014.

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