Ground Swell Capital’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3K	Buy	+196	New	+$2.87K	0.01%	1839

Other funds holding NYV

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

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

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

Ground Swell Capital opened a new position in Nuveen New York Municipal Value Fund 2 (NYV) in Q3 2014: 196 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1839 among its holdings.

16 funds tracked by Wall St. Rank hold NYV as of Q3 2014.

Ground Swell Capital held 196 shares of Nuveen New York Municipal Value Fund 2 worth $3K as of Q3 2014.
Nuveen New York Municipal Value Fund 2 was a new Ground Swell Capital position in Q3 2014.
Nuveen New York Municipal Value Fund 2 made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1839 holding.
16 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund 2 as of Q3 2014.

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