GSC
IST

Ground Swell Capital’s SPDR S&P International Telecommunications Sector IST Stock Holding History

Ground Swell Capital’s Portfolio IST Stock Details IST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$37K Sell
1,447
-147
-9% -$3.91K 0.07% 294
2014
Q2 		$43K Buy
+1,594
New +$43.3K 0.08% 186

Other funds holding IST

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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ground Swell Capital reduced its SPDR S&P International Telecommunications Sector (IST) stake by 9.2% in Q3 2014, selling an estimated $3.91K and leaving 1,447 shares worth $37K. The position accounts for 0.07% of the portfolio, ranked #294.

Ground Swell Capital first reported a position in IST in Q2 2014 and has held it in 2 quarters since. The position peaked at $43K in Q2 2014. 11 funds tracked by Wall St. Rank hold IST as of Q3 2014.

  • Ground Swell Capital held 1,447 shares of SPDR S&P International Telecommunications Sector worth $37K as of Q3 2014.
  • Ground Swell Capital sold 147 SPDR S&P International Telecommunications Sector shares in Q3 2014, an estimated $3.91K.
  • SPDR S&P International Telecommunications Sector made up 0.07% of Ground Swell Capital's portfolio in Q3 2014, its #294 holding.
  • Ground Swell Capital first reported a position in SPDR S&P International Telecommunications Sector in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's SPDR S&P International Telecommunications Sector position peaked at $43K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q3 2014.

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