Ground Swell Capital’s iShares Agency Bond ETF AGZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$20K	Buy	+180	New	+$20.2K	0.04%	521

Other funds holding AGZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ACP

Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Ground Swell Capital opened a new position in iShares Agency Bond ETF (AGZ) in Q3 2014: 180 shares worth $20K. The stake represents 0.04% of the portfolio and ranks #521 among its holdings.

58 funds tracked by Wall St. Rank hold AGZ as of Q3 2014.

Ground Swell Capital held 180 shares of iShares Agency Bond ETF worth $20K as of Q3 2014.
iShares Agency Bond ETF was a new Ground Swell Capital position in Q3 2014.
iShares Agency Bond ETF made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #521 holding.
58 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2014.

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