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Ground Swell Capital’s iShares US Healthcare Providers ETF IHF Stock Holding History

Ground Swell Capital’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$11K Buy
525
+25
+5% +$533 0.02% 869
2014
Q2 		$10K Buy
+500
New +$9.87K 0.02% 714

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

Ground Swell Capital increased its iShares US Healthcare Providers ETF (IHF) stake by 5% in Q3 2014, buying an estimated $533 and bringing the position to 525 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #869.

Ground Swell Capital first reported a position in IHF in Q2 2014 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold IHF as of Q3 2014.

  • Ground Swell Capital held 525 shares of iShares US Healthcare Providers ETF worth $11K as of Q3 2014.
  • Ground Swell Capital bought 25 iShares US Healthcare Providers ETF shares in Q3 2014, an estimated $533.
  • iShares US Healthcare Providers ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #869 holding.
  • Ground Swell Capital first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2014.

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