Ground Swell Capital’s Carver Bancorp CARV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1K	Sell	150 -197	-57%	-$1.81K	﹤0.01%	2090
2014 Q2	$3K	Buy	+347	New	+$4.11K	0.01%	1285

Other funds holding CARV

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

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

Ground Swell Capital reduced its Carver Bancorp (CARV) stake by 57% in Q3 2014, selling an estimated $1.81K and leaving 150 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Ground Swell Capital first reported a position in CARV in Q2 2014 and has held it in 2 quarters since. The position peaked at $3K in Q2 2014. 12 funds tracked by Wall St. Rank hold CARV as of Q3 2014.

Ground Swell Capital held 150 shares of Carver Bancorp worth $1K as of Q3 2014.
Ground Swell Capital sold 197 Carver Bancorp shares in Q3 2014, an estimated $1.81K.
Carver Bancorp made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2090 holding.
Ground Swell Capital first reported a position in Carver Bancorp in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's Carver Bancorp position peaked at $3K in Q2 2014.
12 funds tracked by Wall St. Rank held Carver Bancorp as of Q3 2014.

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