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Ground Swell Capital’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Ground Swell Capital’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,127
Closed -$44K – 2711
2014
Q2 		$44K Buy
+1,127
New +$42.4K 0.09% 175

Other funds holding RWL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 RWL Position: Q3 2014 in Review

Ground Swell Capital sold out of Invesco S&P 500 Revenue ETF (RWL) in Q3 2014, closing a stake of 1,127 shares — an estimated $44K sold.

Ground Swell Capital first reported a position in RWL in Q2 2014 and held it in 1 quarter. The position peaked at $44K in Q2 2014. 36 funds tracked by Wall St. Rank hold RWL as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco S&P 500 Revenue ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 1,127 Invesco S&P 500 Revenue ETF shares in Q3 2014, an estimated $44K.
  • Ground Swell Capital first reported a position in Invesco S&P 500 Revenue ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco S&P 500 Revenue ETF position peaked at $44K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2014.

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