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

Ground Swell Capital’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-990
Closed -$41K – 2568
2014
Q2 		$41K Buy
+990
New +$39.6K 0.08% 194

Other funds holding IMCV

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2014, closing a stake of 990 shares — an estimated $41K sold.

Ground Swell Capital first reported a position in IMCV in Q2 2014 and held it in 1 quarter. The position peaked at $41K in Q2 2014. 36 funds tracked by Wall St. Rank hold IMCV as of Q3 2014.

  • Ground Swell Capital reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 990 iShares Morningstar Mid-Cap Value ETF shares in Q3 2014, an estimated $41K.
  • Ground Swell Capital first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's iShares Morningstar Mid-Cap Value ETF position peaked at $41K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2014.

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