Ground Swell Capital’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$29K	Buy	+514	New	+$28.4K	0.05%	382

Other funds holding PNX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TAM

Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Harbinger Holdings New York $6.22M AUM 14.75% 1-Year Est. Return

Standard General New York $336M AUM 16.52% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Ground Swell Capital opened a new position in PHOENIX COMPANIES INC. NEW (PNX) in Q3 2014: 514 shares worth $29K. The stake represents 0.05% of the portfolio and ranks #382 among its holdings.

79 funds tracked by Wall St. Rank hold PNX as of Q3 2014.

Ground Swell Capital held 514 shares of PHOENIX COMPANIES INC. NEW worth $29K as of Q3 2014.
PHOENIX COMPANIES INC. NEW was a new Ground Swell Capital position in Q3 2014.
PHOENIX COMPANIES INC. NEW made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #382 holding.
79 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q3 2014.

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