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Ground Swell Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Ground Swell Capital’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Buy
+7
New +$774 ﹤0.01% 2134

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

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

Ground Swell Capital opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2014: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2134 among its holdings.

109 funds tracked by Wall St. Rank hold GVI as of Q3 2014.

  • Ground Swell Capital held 7 shares of iShares Intermediate Government/Credit Bond ETF worth $1K as of Q3 2014.
  • iShares Intermediate Government/Credit Bond ETF was a new Ground Swell Capital position in Q3 2014.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2134 holding.
  • 109 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2014.

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