Ground Swell Capital’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$11K	Buy	+537	New	+$11.4K	0.02%	899

Other funds holding BSCI

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2014: 537 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #899 among its holdings.

57 funds tracked by Wall St. Rank hold BSCI as of Q3 2014.

Ground Swell Capital held 537 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $11K as of Q3 2014.
Invesco BulletShares 2018 Corporate Bond ETF was a new Ground Swell Capital position in Q3 2014.
Invesco BulletShares 2018 Corporate Bond ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #899 holding.
57 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2014.

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