Ground Swell Capital’s ArrowMark Financial BANX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$15K	Buy	+600	New	+$15.2K	0.03%	687

Other funds holding BANX

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Ground Swell Capital opened a new position in ArrowMark Financial (BANX) in Q3 2014: 600 shares worth $15K. The stake represents 0.03% of the portfolio and ranks #687 among its holdings.

19 funds tracked by Wall St. Rank hold BANX as of Q3 2014.

Ground Swell Capital held 600 shares of ArrowMark Financial worth $15K as of Q3 2014.
ArrowMark Financial was a new Ground Swell Capital position in Q3 2014.
ArrowMark Financial made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #687 holding.
19 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2014.

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