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Ground Swell Capital’s iShares Global Materials ETF MXI Stock Holding History

Ground Swell Capital’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-808
Closed -$52K – 2636
2014
Q2 		$52K Buy
+808
New +$51.4K 0.1% 135

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Ground Swell Capital sold out of iShares Global Materials ETF (MXI) in Q3 2014, closing a stake of 808 shares — an estimated $52K sold.

Ground Swell Capital first reported a position in MXI in Q2 2014 and held it in 1 quarter. The position peaked at $52K in Q2 2014. 69 funds tracked by Wall St. Rank hold MXI as of Q3 2014.

  • Ground Swell Capital reported no remaining iShares Global Materials ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 808 iShares Global Materials ETF shares in Q3 2014, an estimated $52K.
  • Ground Swell Capital first reported a position in iShares Global Materials ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's iShares Global Materials ETF position peaked at $52K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2014.

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