GSC
NFO

Ground Swell Capital’s Invesco Insider Sentiment ETF NFO Stock Holding History

Ground Swell Capital’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18K Sell
379
-580
-60% -$28.1K 0.03% 603
2014
Q2 		$48K Buy
+959
New +$45.7K 0.09% 155

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ground Swell Capital reduced its Invesco Insider Sentiment ETF (NFO) stake by 60% in Q3 2014, selling an estimated $28.1K and leaving 379 shares worth $18K. The position accounts for 0.03% of the portfolio, ranked #603.

Ground Swell Capital first reported a position in NFO in Q2 2014 and has held it in 2 quarters since. The position peaked at $48K in Q2 2014. 39 funds tracked by Wall St. Rank hold NFO as of Q3 2014.

  • Ground Swell Capital held 379 shares of Invesco Insider Sentiment ETF worth $18K as of Q3 2014.
  • Ground Swell Capital sold 580 Invesco Insider Sentiment ETF shares in Q3 2014, an estimated $28.1K.
  • Invesco Insider Sentiment ETF made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #603 holding.
  • Ground Swell Capital first reported a position in Invesco Insider Sentiment ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Invesco Insider Sentiment ETF position peaked at $48K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q3 2014.

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