Ground Swell Capital’s New England Realty Associates NEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-384	Closed	-$19K	–	2642
2014 Q2	$19K	Buy	+384	New	+$18.1K	0.04%	429

Other funds holding NEN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

BPBT

Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

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

Ground Swell Capital sold out of New England Realty Associates (NEN) in Q3 2014, closing a stake of 384 shares — an estimated $19K sold.

Ground Swell Capital first reported a position in NEN in Q2 2014 and held it in 1 quarter. The position peaked at $19K in Q2 2014. 9 funds tracked by Wall St. Rank hold NEN as of Q3 2014.

Ground Swell Capital reported no remaining New England Realty Associates position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 384 New England Realty Associates shares in Q3 2014, an estimated $19K.
Ground Swell Capital first reported a position in New England Realty Associates in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's New England Realty Associates position peaked at $19K in Q2 2014.
9 funds tracked by Wall St. Rank held New England Realty Associates as of Q3 2014.

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