GSC
BICK

Ground Swell Capital’s First Trust BICK Index Fund BICK Stock Holding History

Ground Swell Capital’s Portfolio BICK Stock Details BICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Buy
555
+369
+198% +$9.89K 0.03% 743
2014
Q2 		$5K Buy
+186
New +$4.73K 0.01% 1110

Other funds holding BICK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Ground Swell Capital increased its First Trust BICK Index Fund (BICK) stake by 198% in Q3 2014, buying an estimated $9.89K and bringing the position to 555 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #743.

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

  • Ground Swell Capital held 555 shares of First Trust BICK Index Fund worth $14K as of Q3 2014.
  • Ground Swell Capital bought 369 First Trust BICK Index Fund shares in Q3 2014, an estimated $9.89K.
  • First Trust BICK Index Fund made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #743 holding.
  • Ground Swell Capital first reported a position in First Trust BICK Index Fund in Q2 2014 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust BICK Index Fund as of Q3 2014.

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