GSC
DGICB

Ground Swell Capital’s Donegal Group Class B DGICB Stock Holding History

Ground Swell Capital’s Portfolio DGICB Stock Details DGICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-159
Closed -$3K – 2458
2014
Q2 		$3K Buy
+159
New +$3.66K 0.01% 1292

Other funds holding DGICB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital sold out of Donegal Group Class B (DGICB) in Q3 2014, closing a stake of 159 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in DGICB in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 13 funds tracked by Wall St. Rank hold DGICB as of Q3 2014.

  • Ground Swell Capital reported no remaining Donegal Group Class B position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 159 Donegal Group Class B shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Donegal Group Class B in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Donegal Group Class B position peaked at $3K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Donegal Group Class B as of Q3 2014.

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