GSC
NOM

Ground Swell Capital’s Nuveen Missouri Quality Municipal Income Fund NOM Stock Holding History

Ground Swell Capital’s Portfolio NOM Stock Details NOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Sell
150
-50
-25% -$737 ﹤0.01% 1917
2014
Q2 		$3K Buy
+200
New +$2.99K 0.01% 1319

Other funds holding NOM

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital reduced its Nuveen Missouri Quality Municipal Income Fund (NOM) stake by 25% in Q3 2014, selling an estimated $737 and leaving 150 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Ground Swell Capital first reported a position in NOM in Q2 2014 and has held it in 2 quarters since. The position peaked at $3K in Q2 2014. 12 funds tracked by Wall St. Rank hold NOM as of Q3 2014.

  • Ground Swell Capital held 150 shares of Nuveen Missouri Quality Municipal Income Fund worth $2K as of Q3 2014.
  • Ground Swell Capital sold 50 Nuveen Missouri Quality Municipal Income Fund shares in Q3 2014, an estimated $737.
  • Nuveen Missouri Quality Municipal Income Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1917 holding.
  • Ground Swell Capital first reported a position in Nuveen Missouri Quality Municipal Income Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Nuveen Missouri Quality Municipal Income Fund position peaked at $3K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Nuveen Missouri Quality Municipal Income Fund as of Q3 2014.

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