GSC
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Ground Swell Capital’s Carriage Services CSV Stock Holding History

Ground Swell Capital’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
+297
New +$5.21K 0.01% 1430

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Carriage Services (CSV) in Q3 2014: 297 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #1430 among its holdings.

89 funds tracked by Wall St. Rank hold CSV as of Q3 2014.

  • Ground Swell Capital held 297 shares of Carriage Services worth $5K as of Q3 2014.
  • Carriage Services was a new Ground Swell Capital position in Q3 2014.
  • Carriage Services made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1430 holding.
  • 89 funds tracked by Wall St. Rank held Carriage Services as of Q3 2014.

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