GSC
XLPS

Ground Swell Capital’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Ground Swell Capital’s Portfolio XLPS Stock Details XLPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-199
Closed -$10K – 3299
2014
Q2 		$10K Buy
+199
New +$10K 0.02% 760

Other funds holding XLPS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Ground Swell Capital sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q3 2014, closing a stake of 199 shares — an estimated $10K sold.

Ground Swell Capital first reported a position in XLPS in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 14 funds tracked by Wall St. Rank hold XLPS as of Q3 2014.

  • Ground Swell Capital reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 199 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q3 2014, an estimated $10K.
  • Ground Swell Capital first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $10K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q3 2014.

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