Ground Swell Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1K	Buy	+20	New	+$706	﹤0.01%	2139

Other funds holding IMCB

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

UBS Zurich, Switzerland $136B AUM 16.36% 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

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

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ground Swell Capital opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2014: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2139 among its holdings.

36 funds tracked by Wall St. Rank hold IMCB as of Q3 2014.

Ground Swell Capital held 20 shares of iShares Morningstar Mid-Cap ETF worth $1K as of Q3 2014.
iShares Morningstar Mid-Cap ETF was a new Ground Swell Capital position in Q3 2014.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2139 holding.
36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2014.

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