GSC
PHF

Ground Swell Capital’s Pacholder High Yield PHF Stock Holding History

Ground Swell Capital’s Portfolio PHF Stock Details PHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$2K – 3281
2014
Q2 		$2K Buy
+200
New +$1.75K ﹤0.01% 1660

Other funds holding PHF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Ground Swell Capital sold out of Pacholder High Yield (PHF) in Q3 2014, closing a stake of 200 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in PHF in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 22 funds tracked by Wall St. Rank hold PHF as of Q3 2014.

  • Ground Swell Capital reported no remaining Pacholder High Yield position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 200 Pacholder High Yield shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in Pacholder High Yield in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Pacholder High Yield position peaked at $2K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held Pacholder High Yield as of Q3 2014.

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