GSC
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Ground Swell Capital’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Ground Swell Capital’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Sell
200
-400
-67% -$14.2K 0.01% 1267
2014
Q2 		$22K Buy
+600
New +$21.4K 0.04% 364

Other funds holding PSCU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital reduced its Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) stake by 67% in Q3 2014, selling an estimated $14.2K and leaving 200 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1267.

Ground Swell Capital first reported a position in PSCU in Q2 2014 and has held it in 2 quarters since. The position peaked at $22K in Q2 2014. 21 funds tracked by Wall St. Rank hold PSCU as of Q3 2014.

  • Ground Swell Capital held 200 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $7K as of Q3 2014.
  • Ground Swell Capital sold 400 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q3 2014, an estimated $14.2K.
  • Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1267 holding.
  • Ground Swell Capital first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $22K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q3 2014.

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