Ground Swell Capital’s iShares Core US REIT ETF USRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$11K	Sell	249 -727	-74%	-$32K	0.02%	883
2014 Q2	$43K	Buy	+976	New	+$41.7K	0.08%	184

Other funds holding USRT

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

ALA

Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

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

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

Ground Swell Capital reduced its iShares Core US REIT ETF (USRT) stake by 74% in Q3 2014, selling an estimated $32K and leaving 249 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #883.

Ground Swell Capital first reported a position in USRT in Q2 2014 and has held it in 2 quarters since. The position peaked at $43K in Q2 2014. 30 funds tracked by Wall St. Rank hold USRT as of Q3 2014.

Ground Swell Capital held 249 shares of iShares Core US REIT ETF worth $11K as of Q3 2014.
Ground Swell Capital sold 727 iShares Core US REIT ETF shares in Q3 2014, an estimated $32K.
iShares Core US REIT ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #883 holding.
Ground Swell Capital first reported a position in iShares Core US REIT ETF in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's iShares Core US REIT ETF position peaked at $43K in Q2 2014.
30 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2014.

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