Ground Swell Capital’s Invesco Golden Dragon China ETF PGJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$17K	Buy	+580	New	+$18.4K	0.03%	624

Other funds holding PGJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

DSAM

Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco Golden Dragon China ETF (PGJ) in Q3 2014: 580 shares worth $17K. The stake represents 0.03% of the portfolio and ranks #624 among its holdings.

42 funds tracked by Wall St. Rank hold PGJ as of Q3 2014.

Ground Swell Capital held 580 shares of Invesco Golden Dragon China ETF worth $17K as of Q3 2014.
Invesco Golden Dragon China ETF was a new Ground Swell Capital position in Q3 2014.
Invesco Golden Dragon China ETF made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #624 holding.
42 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2014.

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