GSC
IDE

Ground Swell Capital’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Ground Swell Capital’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Sell
200
-100
-33% -$1.81K 0.01% 1733
2014
Q2 		$6K Buy
+300
New +$5.33K 0.01% 983

Other funds holding IDE

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital reduced its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 33% in Q3 2014, selling an estimated $1.81K and leaving 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1733.

Ground Swell Capital first reported a position in IDE in Q2 2014 and has held it in 2 quarters since. The position peaked at $6K in Q2 2014. 22 funds tracked by Wall St. Rank hold IDE as of Q3 2014.

  • Ground Swell Capital held 200 shares of Voya Infrastructure, Industrials and Materials Fund worth $3K as of Q3 2014.
  • Ground Swell Capital sold 100 Voya Infrastructure, Industrials and Materials Fund shares in Q3 2014, an estimated $1.81K.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1733 holding.
  • Ground Swell Capital first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Voya Infrastructure, Industrials and Materials Fund position peaked at $6K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2014.

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