Ground Swell Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ground Swell Capital’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1K	Hold	100	–	–	﹤0.01%	2136
2014 Q2	$1K	Buy	+100	New	+$1.11K	﹤0.01%	1736

Other funds holding ICLN

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Ground Swell Capital held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2014 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Ground Swell Capital first reported a position in ICLN in Q2 2014 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold ICLN as of Q3 2014.

Ground Swell Capital held 100 shares of iShares Global Clean Energy ETF worth $1K as of Q3 2014.
Ground Swell Capital left its iShares Global Clean Energy ETF share count unchanged in Q3 2014.
iShares Global Clean Energy ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2136 holding.
Ground Swell Capital first reported a position in iShares Global Clean Energy ETF in Q2 2014 and has held it in 2 quarters since.
32 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2014.

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