Ground Swell Capital’s GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF EWRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$32K	Buy	+646	New	+$32.5K	0.06%	349

Other funds holding EWRI

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Ground Swell Capital opened a new position in GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF (EWRI) in Q3 2014: 646 shares worth $32K. The stake represents 0.06% of the portfolio and ranks #349 among its holdings.

19 funds tracked by Wall St. Rank hold EWRI as of Q3 2014.

Ground Swell Capital held 646 shares of GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF worth $32K as of Q3 2014.
GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF was a new Ground Swell Capital position in Q3 2014.
GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #349 holding.
19 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF as of Q3 2014.

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