GSC
IBME

Ground Swell Capital’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Ground Swell Capital’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-496
Closed -$13K – 3094
2014
Q2 		$13K Buy
+496
New +$13.3K 0.03% 620

Other funds holding IBME

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

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

Ground Swell Capital sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2014, closing a stake of 496 shares — an estimated $13K sold.

Ground Swell Capital first reported a position in IBME in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 39 funds tracked by Wall St. Rank hold IBME as of Q3 2014.

  • Ground Swell Capital reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 496 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2014, an estimated $13K.
  • Ground Swell Capital first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $13K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2014.

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