GSC
MFD

Ground Swell Capital’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Ground Swell Capital’s Portfolio MFD Stock Details MFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
+200
New +$3.56K 0.01% 1780

Other funds holding MFD

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2014: 200 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1780 among its holdings.

31 funds tracked by Wall St. Rank hold MFD as of Q3 2014.

  • Ground Swell Capital held 200 shares of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund worth $3K as of Q3 2014.
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund was a new Ground Swell Capital position in Q3 2014.
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1780 holding.
  • 31 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2014.

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