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Ground Swell Capital’s iShares Global Tech ETF IXN Stock Holding History

Ground Swell Capital’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$45K Buy
2,970
+1,830
+161% +$27.9K 0.09% 243
2014
Q2 		$17K Buy
+1,140
New +$16.3K 0.03% 481

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
FGA
Flood Gamble Associates New York $200M AUM 6.21% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Ground Swell Capital increased its iShares Global Tech ETF (IXN) stake by 161% in Q3 2014, buying an estimated $27.9K and bringing the position to 2,970 shares worth $45K. The position accounts for 0.09% of the portfolio, ranked #243.

Ground Swell Capital first reported a position in IXN in Q2 2014 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold IXN as of Q3 2014.

  • Ground Swell Capital held 2,970 shares of iShares Global Tech ETF worth $45K as of Q3 2014.
  • Ground Swell Capital bought 1,830 iShares Global Tech ETF shares in Q3 2014, an estimated $27.9K.
  • iShares Global Tech ETF made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #243 holding.
  • Ground Swell Capital first reported a position in iShares Global Tech ETF in Q2 2014 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2014.

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