Ground Swell Capital’s Invesco Pharmaceuticals ETF PJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$26K	Hold	401	–	–	0.05%	426
2014 Q2	$24K	Buy	+401	New	+$23.2K	0.05%	345

Other funds holding PJP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Ground Swell Capital held its Invesco Pharmaceuticals ETF (PJP) position steady in Q3 2014 at 401 shares worth $26K. The position accounts for 0.05% of the portfolio, ranked #426.

Ground Swell Capital first reported a position in PJP in Q2 2014 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold PJP as of Q3 2014.

Ground Swell Capital held 401 shares of Invesco Pharmaceuticals ETF worth $26K as of Q3 2014.
Ground Swell Capital left its Invesco Pharmaceuticals ETF share count unchanged in Q3 2014.
Invesco Pharmaceuticals ETF made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #426 holding.
Ground Swell Capital first reported a position in Invesco Pharmaceuticals ETF in Q2 2014 and has held it in 2 quarters since.
90 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2014.

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