Ground Swell Capital’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3K	Buy	+200	New	+$3.6K	0.01%	1704

Other funds holding BWG

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Ground Swell Capital opened a new position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2014: 200 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1704 among its holdings.

45 funds tracked by Wall St. Rank hold BWG as of Q3 2014.

Ground Swell Capital held 200 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $3K as of Q3 2014.
BrandywineGLOBAL Global Income Opportunities Fund was a new Ground Swell Capital position in Q3 2014.
BrandywineGLOBAL Global Income Opportunities Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1704 holding.
45 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2014.

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