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Ground Swell Capital’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History

Ground Swell Capital’s Portfolio CARZ Stock Details CARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$8K Buy
+200
New +$7.99K 0.02% 1162

Other funds holding CARZ

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Ground Swell Capital opened a new position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) in Q3 2014: 200 shares worth $8K. The stake represents 0.02% of the portfolio and ranks #1162 among its holdings.

28 funds tracked by Wall St. Rank hold CARZ as of Q3 2014.

  • Ground Swell Capital held 200 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $8K as of Q3 2014.
  • First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF was a new Ground Swell Capital position in Q3 2014.
  • First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1162 holding.
  • 28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q3 2014.

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