Ground Swell Capital’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+162	New	+$2.53K	﹤0.01%	1878

Other funds holding DTF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Ground Swell Capital opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2014: 162 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings.

22 funds tracked by Wall St. Rank hold DTF as of Q3 2014.

Ground Swell Capital held 162 shares of DTF Tax-Free Income 2028 Term Fund worth $2K as of Q3 2014.
DTF Tax-Free Income 2028 Term Fund was a new Ground Swell Capital position in Q3 2014.
DTF Tax-Free Income 2028 Term Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1878 holding.
22 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2014.

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