Ground Swell Capital’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+132	New	+$2.13K	﹤0.01%	2056

Other funds holding NCB

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Nuveen California Municipal Value Fund 2 (NCB) in Q3 2014: 132 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2056 among its holdings.

13 funds tracked by Wall St. Rank hold NCB as of Q3 2014.

Ground Swell Capital held 132 shares of Nuveen California Municipal Value Fund 2 worth $2K as of Q3 2014.
Nuveen California Municipal Value Fund 2 was a new Ground Swell Capital position in Q3 2014.
Nuveen California Municipal Value Fund 2 made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2056 holding.
13 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q3 2014.

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