Ground Swell Capital’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$11K	Buy	+438	New	+$10.9K	0.02%	872

Other funds holding LDP

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2014: 438 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #872 among its holdings.

30 funds tracked by Wall St. Rank hold LDP as of Q3 2014.

Ground Swell Capital held 438 shares of Cohen & Steers Duration Preferred & Income Fund worth $11K as of Q3 2014.
Cohen & Steers Duration Preferred & Income Fund was a new Ground Swell Capital position in Q3 2014.
Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #872 holding.
30 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2014.

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