GSC
UMH.PRA.CL

Ground Swell Capital’s Umh Properties Inc UMH.PRA.CL Stock Holding History

Ground Swell Capital’s Portfolio UMH.PRA.CL Stock Details UMH.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$8K Hold
300
– – 0.02% 1231
2014
Q2 		$8K Buy
+300
New +$7.87K 0.02% 883

Other funds holding UMH.PRA.CL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ground Swell Capital's UMH.PRA.CL Position: Q3 2014 in Review

Ground Swell Capital held its Umh Properties Inc (UMH.PRA.CL) position steady in Q3 2014 at 300 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #1231.

Ground Swell Capital first reported a position in UMH.PRA.CL in Q2 2014 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold UMH.PRA.CL as of Q3 2014.

  • Ground Swell Capital held 300 shares of Umh Properties Inc worth $8K as of Q3 2014.
  • Ground Swell Capital left its Umh Properties Inc share count unchanged in Q3 2014.
  • Umh Properties Inc made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1231 holding.
  • Ground Swell Capital first reported a position in Umh Properties Inc in Q2 2014 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Umh Properties Inc as of Q3 2014.

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