GSC
PUW

Ground Swell Capital’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Ground Swell Capital’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$3K – 2977
2014
Q2 		$3K Buy
+100
New +$3.29K 0.01% 1379

Other funds holding PUW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Ground Swell Capital sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in PUW in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 23 funds tracked by Wall St. Rank hold PUW as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Invesco WilderHill Progressive Energy ETF shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Invesco WilderHill Progressive Energy ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco WilderHill Progressive Energy ETF position peaked at $3K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q3 2014.

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