Ground Swell Capital’s Korea Equity Fund KEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	192 +122	+174%	+$1.07K	﹤0.01%	2014
2014 Q2	$1K	Buy	+70	New	+$600	﹤0.01%	1895

Other funds holding KEF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

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

GFM

Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

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

Ground Swell Capital increased its Korea Equity Fund (KEF) stake by 174% in Q3 2014, buying an estimated $1.07K and bringing the position to 192 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Ground Swell Capital first reported a position in KEF in Q2 2014 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold KEF as of Q3 2014.

Ground Swell Capital held 192 shares of Korea Equity Fund worth $2K as of Q3 2014.
Ground Swell Capital bought 122 Korea Equity Fund shares in Q3 2014, an estimated $1.07K.
Korea Equity Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2014 holding.
Ground Swell Capital first reported a position in Korea Equity Fund in Q2 2014 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held Korea Equity Fund as of Q3 2014.

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