GSC
CCA

Ground Swell Capital’s MFS California Municipal Fund CCA Stock Holding History

Ground Swell Capital’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Buy
+110
New +$1.2K ﹤0.01% 2271

Other funds holding CCA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Ground Swell Capital opened a new position in MFS California Municipal Fund (CCA) in Q3 2014: 110 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2271 among its holdings.

17 funds tracked by Wall St. Rank hold CCA as of Q3 2014.

  • Ground Swell Capital held 110 shares of MFS California Municipal Fund worth $1K as of Q3 2014.
  • MFS California Municipal Fund was a new Ground Swell Capital position in Q3 2014.
  • MFS California Municipal Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2271 holding.
  • 17 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q3 2014.

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