Ground Swell Capital’s ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS TRND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$14K	Sell	357 -1,330	-79%	-$51.9K	0.03%	760
2014 Q2	$65K	Buy	+1,687	New	+$63.1K	0.13%	104

Other funds holding TRND

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ground Swell Capital reduced its ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS (TRND) stake by 79% in Q3 2014, selling an estimated $51.9K and leaving 357 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #760.

Ground Swell Capital first reported a position in TRND in Q2 2014 and has held it in 2 quarters since. The position peaked at $65K in Q2 2014. 22 funds tracked by Wall St. Rank hold TRND as of Q3 2014.

Ground Swell Capital held 357 shares of ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS worth $14K as of Q3 2014.
Ground Swell Capital sold 1,330 ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS shares in Q3 2014, an estimated $51.9K.
ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #760 holding.
Ground Swell Capital first reported a position in ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS position peaked at $65K in Q2 2014.
22 funds tracked by Wall St. Rank held ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS as of Q3 2014.

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