Ground Swell Capital’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$41K	Buy	+2,493	New	+$40.5K	0.08%	266

Other funds holding PTH

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

RJA

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2014: 2,493 shares worth $41K. The stake represents 0.08% of the portfolio and ranks #266 among its holdings.

29 funds tracked by Wall St. Rank hold PTH as of Q3 2014.

Ground Swell Capital held 2,493 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $41K as of Q3 2014.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Ground Swell Capital position in Q3 2014.
Invesco Dorsey Wright Healthcare Momentum ETF made up 0.08% of Ground Swell Capital's portfolio in Q3 2014, its #266 holding.
29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2014.

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