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Ground Swell Capital’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Ground Swell Capital’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6K Sell
129
-31
-19% -$1.44K 0.01% 1349
2014
Q2 		$7K Buy
+160
New +$7.05K 0.01% 906

Other funds holding PSL

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

Ground Swell Capital reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 19% in Q3 2014, selling an estimated $1.44K and leaving 129 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1349.

Ground Swell Capital first reported a position in PSL in Q2 2014 and has held it in 2 quarters since. The position peaked at $7K in Q2 2014. 20 funds tracked by Wall St. Rank hold PSL as of Q3 2014.

  • Ground Swell Capital held 129 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $6K as of Q3 2014.
  • Ground Swell Capital sold 31 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2014, an estimated $1.44K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1349 holding.
  • Ground Swell Capital first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $7K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2014.

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