Ground Swell Capital’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$4K	Buy	+96	New	+$3.7K	0.01%	1674

Other funds holding FM

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

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

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

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

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

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

TAG

Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in iShares Frontier and Select EM ETF (FM) in Q3 2014: 96 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1674 among its holdings.

107 funds tracked by Wall St. Rank hold FM as of Q3 2014.

Ground Swell Capital held 96 shares of iShares Frontier and Select EM ETF worth $4K as of Q3 2014.
iShares Frontier and Select EM ETF was a new Ground Swell Capital position in Q3 2014.
iShares Frontier and Select EM ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1674 holding.
107 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2014.

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