Ground Swell Capital’s Invesco IVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$29K	Buy	729 +245	+51%	+$9.64K	0.05%	376
2014 Q2	$18K	Buy	+484	New	+$17.5K	0.03%	447

Other funds holding IVZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ground Swell Capital increased its Invesco (IVZ) stake by 51% in Q3 2014, buying an estimated $9.64K and bringing the position to 729 shares worth $29K. The position accounts for 0.05% of the portfolio, ranked #376.

Ground Swell Capital first reported a position in IVZ in Q2 2014 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold IVZ as of Q3 2014.

Ground Swell Capital held 729 shares of Invesco worth $29K as of Q3 2014.
Ground Swell Capital bought 245 Invesco shares in Q3 2014, an estimated $9.64K.
Invesco made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #376 holding.
Ground Swell Capital first reported a position in Invesco in Q2 2014 and has held it in 2 quarters since.
512 funds tracked by Wall St. Rank held Invesco as of Q3 2014.

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