GSC
BRG

Ground Swell Capital’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Ground Swell Capital’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-74
Closed -$1K – 2873
2014
Q2 		$1K Buy
+74
New +$1.01K ﹤0.01% 1823

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EWP
Edmunds White Partners Richmond, Virginia $69.2M AUM 56.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

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

Ground Swell Capital sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2014, closing a stake of 74 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in BRG in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 14 funds tracked by Wall St. Rank hold BRG as of Q3 2014.

  • Ground Swell Capital reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 74 Bluerock Residential Growth REIT, Inc. shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Bluerock Residential Growth REIT, Inc. position peaked at $1K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2014.

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