Ground Swell Capital’s Logan Ridge Finance Corp LRFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$31K	Buy	+291	New	+$32.7K	0.06%	357

Other funds holding LRFC

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

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Pineno Levin & Ford Asset Management Richmond, Virginia $340M AUM 24.79% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Logan Ridge Finance Corp (LRFC) in Q3 2014: 291 shares worth $31K. The stake represents 0.06% of the portfolio and ranks #357 among its holdings.

32 funds tracked by Wall St. Rank hold LRFC as of Q3 2014.

Ground Swell Capital held 291 shares of Logan Ridge Finance Corp worth $31K as of Q3 2014.
Logan Ridge Finance Corp was a new Ground Swell Capital position in Q3 2014.
Logan Ridge Finance Corp made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #357 holding.
32 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q3 2014.

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