Ground Swell Capital’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3K	Buy	+15	New	+$3.64K	0.01%	1750

Other funds holding PSCE

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2014: 15 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1750 among its holdings.

26 funds tracked by Wall St. Rank hold PSCE as of Q3 2014.

Ground Swell Capital held 15 shares of Invesco S&P SmallCap Energy ETF worth $3K as of Q3 2014.
Invesco S&P SmallCap Energy ETF was a new Ground Swell Capital position in Q3 2014.
Invesco S&P SmallCap Energy ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1750 holding.
26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2014.

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