Ground Swell Capital’s Pioneer Diversified High Income Fund HNW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+99	New	+$2.06K	﹤0.01%	1897

Other funds holding HNW

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Pioneer Diversified High Income Fund (HNW) in Q3 2014: 99 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings.

25 funds tracked by Wall St. Rank hold HNW as of Q3 2014.

Ground Swell Capital held 99 shares of Pioneer Diversified High Income Fund worth $2K as of Q3 2014.
Pioneer Diversified High Income Fund was a new Ground Swell Capital position in Q3 2014.
Pioneer Diversified High Income Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1897 holding.
25 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q3 2014.

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