Ground Swell Capital’s Invesco China Real Estate ETF TAO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$9K	Buy	+424	New	+$9.2K	0.02%	1134

Other funds holding TAO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in Invesco China Real Estate ETF (TAO) in Q3 2014: 424 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #1134 among its holdings.

22 funds tracked by Wall St. Rank hold TAO as of Q3 2014.

Ground Swell Capital held 424 shares of Invesco China Real Estate ETF worth $9K as of Q3 2014.
Invesco China Real Estate ETF was a new Ground Swell Capital position in Q3 2014.
Invesco China Real Estate ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1134 holding.
22 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2014.

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