Ground Swell Capital’s Northwest Natural Holdings NWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$18K	Buy	+435	New	+$19.4K	0.03%	592

Other funds holding NWN

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Northwest Natural Holdings (NWN) in Q3 2014: 435 shares worth $18K. The stake represents 0.03% of the portfolio and ranks #592 among its holdings.

171 funds tracked by Wall St. Rank hold NWN as of Q3 2014.

Ground Swell Capital held 435 shares of Northwest Natural Holdings worth $18K as of Q3 2014.
Northwest Natural Holdings was a new Ground Swell Capital position in Q3 2014.
Northwest Natural Holdings made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #592 holding.
171 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2014.

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