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Ground Swell Capital’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Ground Swell Capital’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$46K Buy
+1,017
New +$46.1K 0.09% 237

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q3 2014: 1,017 shares worth $46K. The stake represents 0.09% of the portfolio and ranks #237 among its holdings.

81 funds tracked by Wall St. Rank hold CSD as of Q3 2014.

  • Ground Swell Capital held 1,017 shares of Invesco S&P Spin-Off ETF worth $46K as of Q3 2014.
  • Invesco S&P Spin-Off ETF was a new Ground Swell Capital position in Q3 2014.
  • Invesco S&P Spin-Off ETF made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #237 holding.
  • 81 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2014.

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