GSC
SRF

Ground Swell Capital’s THE CUSHING ROYALTY & INCOME FUND SRF Stock Holding History

Ground Swell Capital’s Portfolio SRF Stock Details SRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
+60
New +$5.97K 0.01% 1501

Other funds holding SRF

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
WPP
Whalerock Point Partners Providence, Rhode Island $518M AUM 25.26% 1-Year Est. Return

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

Ground Swell Capital opened a new position in THE CUSHING ROYALTY & INCOME FUND (SRF) in Q3 2014: 60 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #1501 among its holdings.

26 funds tracked by Wall St. Rank hold SRF as of Q3 2014.

  • Ground Swell Capital held 60 shares of THE CUSHING ROYALTY & INCOME FUND worth $5K as of Q3 2014.
  • THE CUSHING ROYALTY & INCOME FUND was a new Ground Swell Capital position in Q3 2014.
  • THE CUSHING ROYALTY & INCOME FUND made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1501 holding.
  • 26 funds tracked by Wall St. Rank held THE CUSHING ROYALTY & INCOME FUND as of Q3 2014.

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