GSC
IPU

Ground Swell Capital’s SPDR S&P International Utilities Sector IPU Stock Holding History

Ground Swell Capital’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6K Sell
309
-208
-40% -$4.05K 0.01% 1386
2014
Q2 		$10K Buy
+517
New +$10.1K 0.02% 749

Other funds holding IPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ground Swell Capital reduced its SPDR S&P International Utilities Sector (IPU) stake by 40% in Q3 2014, selling an estimated $4.05K and leaving 309 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1386.

Ground Swell Capital first reported a position in IPU in Q2 2014 and has held it in 2 quarters since. The position peaked at $10K in Q2 2014. 16 funds tracked by Wall St. Rank hold IPU as of Q3 2014.

  • Ground Swell Capital held 309 shares of SPDR S&P International Utilities Sector worth $6K as of Q3 2014.
  • Ground Swell Capital sold 208 SPDR S&P International Utilities Sector shares in Q3 2014, an estimated $4.05K.
  • SPDR S&P International Utilities Sector made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1386 holding.
  • Ground Swell Capital first reported a position in SPDR S&P International Utilities Sector in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's SPDR S&P International Utilities Sector position peaked at $10K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q3 2014.

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