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Ground Swell Capital’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ground Swell Capital’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,056
Closed -$30K – 2565
2014
Q2 		$30K Buy
+1,056
New +$29.5K 0.06% 279

Other funds holding ILCB

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2014, closing a stake of 1,056 shares — an estimated $30K sold.

Ground Swell Capital first reported a position in ILCB in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 47 funds tracked by Wall St. Rank hold ILCB as of Q3 2014.

  • Ground Swell Capital reported no remaining iShares Morningstar US Equity ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 1,056 iShares Morningstar US Equity ETF shares in Q3 2014, an estimated $30K.
  • Ground Swell Capital first reported a position in iShares Morningstar US Equity ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's iShares Morningstar US Equity ETF position peaked at $30K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2014.

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