Ground Swell Capital’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$12K	Buy	+600	New	+$12.5K	0.02%	816

Other funds holding IGI

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q3 2014: 600 shares worth $12K. The stake represents 0.02% of the portfolio and ranks #816 among its holdings.

20 funds tracked by Wall St. Rank hold IGI as of Q3 2014.

Ground Swell Capital held 600 shares of Western Asset Investment Grade Defined Opportunity Trust worth $12K as of Q3 2014.
Western Asset Investment Grade Defined Opportunity Trust was a new Ground Swell Capital position in Q3 2014.
Western Asset Investment Grade Defined Opportunity Trust made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #816 holding.
20 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q3 2014.

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