Ground Swell Capital’s Alteva ALTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-809	Closed	-$6K	–	3133
2014 Q2	$6K	Buy	+809	New	+$5.62K	0.01%	1035

Other funds holding ALTV

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Ground Swell Capital sold out of Alteva (ALTV) in Q3 2014, closing a stake of 809 shares — an estimated $6K sold.

Ground Swell Capital first reported a position in ALTV in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 23 funds tracked by Wall St. Rank hold ALTV as of Q3 2014.

Ground Swell Capital reported no remaining Alteva position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 809 Alteva shares in Q3 2014, an estimated $6K.
Ground Swell Capital first reported a position in Alteva in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Alteva position peaked at $6K in Q2 2014.
23 funds tracked by Wall St. Rank held Alteva as of Q3 2014.

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