Ground Swell Capital’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$6K	Buy	116 +15	+15%	+$740	0.01%	1413
2014 Q2	$5K	Buy	+101	New	+$4.95K	0.01%	1159

Other funds holding ALD

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital increased its WisdomTree Asia Local Debt Fund (ALD) stake by 15% in Q3 2014, buying an estimated $740 and bringing the position to 116 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1413.

Ground Swell Capital first reported a position in ALD in Q2 2014 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold ALD as of Q3 2014.

Ground Swell Capital held 116 shares of WisdomTree Asia Local Debt Fund worth $6K as of Q3 2014.
Ground Swell Capital bought 15 WisdomTree Asia Local Debt Fund shares in Q3 2014, an estimated $740.
WisdomTree Asia Local Debt Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1413 holding.
Ground Swell Capital first reported a position in WisdomTree Asia Local Debt Fund in Q2 2014 and has held it in 2 quarters since.
28 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q3 2014.

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