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Ground Swell Capital’s iShares US Insurance ETF IAK Stock Holding History

Ground Swell Capital’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Sell
281
-535
-66% -$25.5K 0.02% 769
2014
Q2 		$39K Buy
+816
New +$38K 0.08% 205

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Ground Swell Capital reduced its iShares US Insurance ETF (IAK) stake by 66% in Q3 2014, selling an estimated $25.5K and leaving 281 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #769.

Ground Swell Capital first reported a position in IAK in Q2 2014 and has held it in 2 quarters since. The position peaked at $39K in Q2 2014. 33 funds tracked by Wall St. Rank hold IAK as of Q3 2014.

  • Ground Swell Capital held 281 shares of iShares US Insurance ETF worth $13K as of Q3 2014.
  • Ground Swell Capital sold 535 iShares US Insurance ETF shares in Q3 2014, an estimated $25.5K.
  • iShares US Insurance ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #769 holding.
  • Ground Swell Capital first reported a position in iShares US Insurance ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's iShares US Insurance ETF position peaked at $39K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2014.

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