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Ground Swell Capital’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Ground Swell Capital’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$21K Buy
382
+57
+18% +$3.21K 0.04% 509
2014
Q2 		$18K Buy
+325
New +$17.3K 0.03% 454

Other funds holding PYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ground Swell Capital increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 18% in Q3 2014, buying an estimated $3.21K and bringing the position to 382 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #509.

Ground Swell Capital first reported a position in PYZ in Q2 2014 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q3 2014.

  • Ground Swell Capital held 382 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $21K as of Q3 2014.
  • Ground Swell Capital bought 57 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2014, an estimated $3.21K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #509 holding.
  • Ground Swell Capital first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2014 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2014.

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