GSC
GULF

Ground Swell Capital’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Ground Swell Capital’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$16K Buy
681
+635
+1,380% +$14.9K 0.03% 678
2014
Q2 		$1K Buy
+46
New +$1.07K ﹤0.01% 1846

Other funds holding GULF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Ground Swell Capital increased its WisdomTree Middle East Dividend Fund (GULF) stake by 1,380% in Q3 2014, buying an estimated $14.9K and bringing the position to 681 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #678.

Ground Swell Capital first reported a position in GULF in Q2 2014 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold GULF as of Q3 2014.

  • Ground Swell Capital held 681 shares of WisdomTree Middle East Dividend Fund worth $16K as of Q3 2014.
  • Ground Swell Capital bought 635 WisdomTree Middle East Dividend Fund shares in Q3 2014, an estimated $14.9K.
  • WisdomTree Middle East Dividend Fund made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #678 holding.
  • Ground Swell Capital first reported a position in WisdomTree Middle East Dividend Fund in Q2 2014 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q3 2014.

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