Ground Swell Capital’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$6K	Buy	+178	New	+$5.9K	0.01%	1336

Other funds holding IDLV

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2014: 178 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #1336 among its holdings.

39 funds tracked by Wall St. Rank hold IDLV as of Q3 2014.

Ground Swell Capital held 178 shares of Invesco S&P International Developed Low Volatility ETF worth $6K as of Q3 2014.
Invesco S&P International Developed Low Volatility ETF was a new Ground Swell Capital position in Q3 2014.
Invesco S&P International Developed Low Volatility ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1336 holding.
39 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2014.

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