GSC
NUM

Ground Swell Capital’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Ground Swell Capital’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Sell
173
-73
-30% -$1.02K ﹤0.01% 1977
2014
Q2 		$4K Buy
+246
New +$3.44K 0.01% 1229

Other funds holding NUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

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

Ground Swell Capital reduced its Nuveen Michigan Quality Municipal Income Fund (NUM) stake by 30% in Q3 2014, selling an estimated $1.02K and leaving 173 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Ground Swell Capital first reported a position in NUM in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 31 funds tracked by Wall St. Rank hold NUM as of Q3 2014.

  • Ground Swell Capital held 173 shares of Nuveen Michigan Quality Municipal Income Fund worth $2K as of Q3 2014.
  • Ground Swell Capital sold 73 Nuveen Michigan Quality Municipal Income Fund shares in Q3 2014, an estimated $1.02K.
  • Nuveen Michigan Quality Municipal Income Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1977 holding.
  • Ground Swell Capital first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Nuveen Michigan Quality Municipal Income Fund position peaked at $4K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q3 2014.

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