GSC
GRX

Ground Swell Capital’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Ground Swell Capital’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$1K – 2543
2014
Q2 		$1K Buy
+100
New +$1.01K ﹤0.01% 1731

Other funds holding GRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Ground Swell Capital sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2014, closing a stake of 100 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in GRX in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 35 funds tracked by Wall St. Rank hold GRX as of Q3 2014.

  • Ground Swell Capital reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Gabelli Healthcare & Wellness Trust shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Gabelli Healthcare & Wellness Trust position peaked at $1K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2014.

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