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Ground Swell Capital’s Apogee Enterprises APOG Stock Holding History

Ground Swell Capital’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4K Buy
+100
New +$3.55K 0.01% 1536

Other funds holding APOG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Apogee Enterprises (APOG) in Q3 2014: 100 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1536 among its holdings.

151 funds tracked by Wall St. Rank hold APOG as of Q3 2014.

  • Ground Swell Capital held 100 shares of Apogee Enterprises worth $4K as of Q3 2014.
  • Apogee Enterprises was a new Ground Swell Capital position in Q3 2014.
  • Apogee Enterprises made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1536 holding.
  • 151 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2014.

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