Ground Swell Capital’s ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF EMEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4K Sell
100
-500
-83% -$19.3K 0.01% 1666
2014
Q2
$23K Buy
+600
New +$22.6K 0.04% 358

Other funds holding EMEY

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

Ground Swell Capital reduced its ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF (EMEY) stake by 83% in Q3 2014, selling an estimated $19.3K and leaving 100 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #1666.

Ground Swell Capital first reported a position in EMEY in Q2 2014 and has held it in 2 quarters since. The position peaked at $23K in Q2 2014. 5 funds tracked by Wall St. Rank hold EMEY as of Q3 2014.

  • Ground Swell Capital held 100 shares of ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF worth $4K as of Q3 2014.
  • Ground Swell Capital sold 500 ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF shares in Q3 2014, an estimated $19.3K.
  • ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1666 holding.
  • Ground Swell Capital first reported a position in ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF position peaked at $23K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held ISHARES MSCI EMERGING MKTS ENERGY CAPPED ETF as of Q3 2014.

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