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Ground Swell Capital’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Ground Swell Capital’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-769
Closed -$27K – 2818
2014
Q2 		$27K Buy
+769
New +$26K 0.05% 306

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

Ground Swell Capital sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2014, closing a stake of 769 shares — an estimated $27K sold.

Ground Swell Capital first reported a position in UPGD in Q2 2014 and held it in 1 quarter. The position peaked at $27K in Q2 2014. 28 funds tracked by Wall St. Rank hold UPGD as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 769 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2014, an estimated $27K.
  • Ground Swell Capital first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $27K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2014.

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