Ground Swell Capital’s ISHARES MSCI EMERGING MARKETS VALUE ETF EVAL Stock Holding History

Ground Swell Capital’s Portfolio EVAL Stock Details EVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+48	New	+$2.41K	﹤0.01%	2037

Other funds holding EVAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Ground Swell Capital opened a new position in ISHARES MSCI EMERGING MARKETS VALUE ETF (EVAL) in Q3 2014: 48 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings.

11 funds tracked by Wall St. Rank hold EVAL as of Q3 2014.

Ground Swell Capital held 48 shares of ISHARES MSCI EMERGING MARKETS VALUE ETF worth $2K as of Q3 2014.
ISHARES MSCI EMERGING MARKETS VALUE ETF was a new Ground Swell Capital position in Q3 2014.
ISHARES MSCI EMERGING MARKETS VALUE ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2037 holding.
11 funds tracked by Wall St. Rank held ISHARES MSCI EMERGING MARKETS VALUE ETF as of Q3 2014.

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