Ground Swell Capital’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$197K	Buy	3,347 +3,303	+7,507%	+$203K	0.37%	42
2014 Q2	$3K	Buy	+44	New	+$2.69K	0.01%	1350

Other funds holding WIP

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Ground Swell Capital increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 7,507% in Q3 2014, buying an estimated $203K and bringing the position to 3,347 shares worth $197K. The position accounts for 0.37% of the portfolio, ranked #42.

Ground Swell Capital first reported a position in WIP in Q2 2014 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold WIP as of Q3 2014.

Ground Swell Capital held 3,347 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $197K as of Q3 2014.
Ground Swell Capital bought 3,303 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2014, an estimated $203K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.37% of Ground Swell Capital's portfolio in Q3 2014, its #42 holding.
Ground Swell Capital first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2014 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2014.

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