GSC
OGCP

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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.