Ground Swell Capital’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$51K	Buy	+2,074	New	+$53.1K	0.1%	210

Other funds holding PIZ

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2014: 2,074 shares worth $51K. The stake represents 0.1% of the portfolio and ranks #210 among its holdings.

66 funds tracked by Wall St. Rank hold PIZ as of Q3 2014.

Ground Swell Capital held 2,074 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $51K as of Q3 2014.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Ground Swell Capital position in Q3 2014.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.1% of Ground Swell Capital's portfolio in Q3 2014, its #210 holding.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2014.

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