Ground Swell Capital’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$265K	Buy	5,112 +1,712	+50%	+$86K	0.5%	27
2014 Q2	$160K	Buy	+3,400	New	+$162K	0.31%	31

Other funds holding C

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ground Swell Capital increased its Citigroup (C) stake by 50% in Q3 2014, buying an estimated $86K and bringing the position to 5,112 shares worth $265K. The position accounts for 0.5% of the portfolio, ranked #27.

Ground Swell Capital first reported a position in C in Q2 2014 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold C as of Q3 2014.

Ground Swell Capital held 5,112 shares of Citigroup worth $265K as of Q3 2014.
Ground Swell Capital bought 1,712 Citigroup shares in Q3 2014, an estimated $86K.
Citigroup made up 0.5% of Ground Swell Capital's portfolio in Q3 2014, its #27 holding.
Ground Swell Capital first reported a position in Citigroup in Q2 2014 and has held it in 2 quarters since.
1,157 funds tracked by Wall St. Rank held Citigroup as of Q3 2014.

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