Ground Swell Capital’s Adams Resources & Energy Inc AE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$5K	Buy	+121	New	+$7.96K	0.01%	1487

Other funds holding AE

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Adams Resources & Energy Inc (AE) in Q3 2014: 121 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #1487 among its holdings.

63 funds tracked by Wall St. Rank hold AE as of Q3 2014.

Ground Swell Capital held 121 shares of Adams Resources & Energy Inc worth $5K as of Q3 2014.
Adams Resources & Energy Inc was a new Ground Swell Capital position in Q3 2014.
Adams Resources & Energy Inc made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1487 holding.
63 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q3 2014.

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