GSC
ERTH icon

Ground Swell Capital’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Ground Swell Capital’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-342
Closed -$11K – 2489
2014
Q2 		$11K Buy
+342
New +$11K 0.02% 663

Other funds holding ERTH

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ground Swell Capital sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2014, closing a stake of 342 shares — an estimated $11K sold.

Ground Swell Capital first reported a position in ERTH in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 46 funds tracked by Wall St. Rank hold ERTH as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 342 Invesco MSCI Sustainable Future ETF shares in Q3 2014, an estimated $11K.
  • Ground Swell Capital first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco MSCI Sustainable Future ETF position peaked at $11K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2014.

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