GSC
CCXE

Ground Swell Capital’s WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) CCXE Stock Holding History

Ground Swell Capital’s Portfolio CCXE Stock Details CCXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Buy
240
+140
+140% +$4.41K 0.01% 1314
2014
Q2 		$3K Buy
+100
New +$3.17K 0.01% 1444

Other funds holding CCXE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Ground Swell Capital increased its WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) (CCXE) stake by 140% in Q3 2014, buying an estimated $4.41K and bringing the position to 240 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1314.

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

  • Ground Swell Capital held 240 shares of WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) worth $7K as of Q3 2014.
  • Ground Swell Capital bought 140 WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) shares in Q3 2014, an estimated $4.41K.
  • WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1314 holding.
  • Ground Swell Capital first reported a position in WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) in Q2 2014 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) as of Q3 2014.

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