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Ground Swell Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

Ground Swell Capital’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,136
Closed -$49K – 2485
2014
Q2 		$49K Buy
+2,136
New +$47.3K 0.1% 149

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Ground Swell Capital sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2014, closing a stake of 2,136 shares — an estimated $49K sold.

Ground Swell Capital first reported a position in EPS in Q2 2014 and held it in 1 quarter. The position peaked at $49K in Q2 2014. 25 funds tracked by Wall St. Rank hold EPS as of Q3 2014.

  • Ground Swell Capital reported no remaining WisdomTree US LargeCap Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 2,136 WisdomTree US LargeCap Fund shares in Q3 2014, an estimated $49K.
  • Ground Swell Capital first reported a position in WisdomTree US LargeCap Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's WisdomTree US LargeCap Fund position peaked at $49K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2014.

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