Ground Swell Capital’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$17K Buy
705
+505
+253% +$12.2K 0.03% 636
2014
Q2
$5K Buy
+200
New +$4.86K 0.01% 1117

Other funds holding GGM

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

Ground Swell Capital increased its GUGGENHEIM CREDIT ALLOCATION FUND (GGM) stake by 253% in Q3 2014, buying an estimated $12.2K and bringing the position to 705 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #636.

Ground Swell Capital first reported a position in GGM in Q2 2014 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold GGM as of Q3 2014.

  • Ground Swell Capital held 705 shares of GUGGENHEIM CREDIT ALLOCATION FUND worth $17K as of Q3 2014.
  • Ground Swell Capital bought 505 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2014, an estimated $12.2K.
  • GUGGENHEIM CREDIT ALLOCATION FUND made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #636 holding.
  • Ground Swell Capital first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q2 2014 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2014.

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