GSC
JPW

Ground Swell Capital’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Ground Swell Capital’s Portfolio JPW Stock Details JPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4K Buy
+248
New +$4.54K 0.01% 1683

Other funds holding JPW

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
DCM
Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Nuveen Flexible Invstment Fd (JPW) in Q3 2014: 248 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1683 among its holdings.

14 funds tracked by Wall St. Rank hold JPW as of Q3 2014.

  • Ground Swell Capital held 248 shares of Nuveen Flexible Invstment Fd worth $4K as of Q3 2014.
  • Nuveen Flexible Invstment Fd was a new Ground Swell Capital position in Q3 2014.
  • Nuveen Flexible Invstment Fd made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1683 holding.
  • 14 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q3 2014.

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