Ground Swell Capital’s Empire State Realty Series 60 OGCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1K	Sell	84 -92	-52%	-$1.46K	﹤0.01%	2174
2014 Q2	$3K	Buy	+176	New	+$2.6K	0.01%	1321

Other funds holding OGCP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

RNS

Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

ACM

Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Ground Swell Capital reduced its Empire State Realty Series 60 (OGCP) stake by 52% in Q3 2014, selling an estimated $1.46K and leaving 84 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Ground Swell Capital first reported a position in OGCP 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 OGCP as of Q3 2014.

Ground Swell Capital held 84 shares of Empire State Realty Series 60 worth $1K as of Q3 2014.
Ground Swell Capital sold 92 Empire State Realty Series 60 shares in Q3 2014, an estimated $1.46K.
Empire State Realty Series 60 made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2174 holding.
Ground Swell Capital first reported a position in Empire State Realty Series 60 in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's Empire State Realty Series 60 position peaked at $3K in Q2 2014.
12 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2014.

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