GSC
GEQ

Ground Swell Capital’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History

Ground Swell Capital’s Portfolio GEQ Stock Details GEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-255
Closed -$5K – 3285
2014
Q2 		$5K Buy
+255
New +$4.9K 0.01% 1157

Other funds holding GEQ

DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Ground Swell Capital sold out of Gugnheim Eql Wght Enh Eqty In Fd (GEQ) in Q3 2014, closing a stake of 255 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in GEQ in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 25 funds tracked by Wall St. Rank hold GEQ as of Q3 2014.

  • Ground Swell Capital reported no remaining Gugnheim Eql Wght Enh Eqty In Fd position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 255 Gugnheim Eql Wght Enh Eqty In Fd shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in Gugnheim Eql Wght Enh Eqty In Fd in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Gugnheim Eql Wght Enh Eqty In Fd position peaked at $5K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Gugnheim Eql Wght Enh Eqty In Fd as of Q3 2014.

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