GSC
AUB icon

Ground Swell Capital’s Atlantic Union Bankshares AUB Stock Holding History

Ground Swell Capital’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$12K Buy
536
+262
+96% +$6.33K 0.02% 805
2014
Q2 		$7K Buy
+274
New +$6.95K 0.01% 886

Other funds holding AUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ground Swell Capital increased its Atlantic Union Bankshares (AUB) stake by 96% in Q3 2014, buying an estimated $6.33K and bringing the position to 536 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #805.

Ground Swell Capital first reported a position in AUB in Q2 2014 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold AUB as of Q3 2014.

  • Ground Swell Capital held 536 shares of Atlantic Union Bankshares worth $12K as of Q3 2014.
  • Ground Swell Capital bought 262 Atlantic Union Bankshares shares in Q3 2014, an estimated $6.33K.
  • Atlantic Union Bankshares made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #805 holding.
  • Ground Swell Capital first reported a position in Atlantic Union Bankshares in Q2 2014 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2014.

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