GSC
ESSA

Ground Swell Capital’s ESSA Bancorp ESSA Stock Holding History

Ground Swell Capital’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$2K – 2491
2014
Q2 		$2K Buy
+200
New +$2.13K ﹤0.01% 1478

Other funds holding ESSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ground Swell Capital sold out of ESSA Bancorp (ESSA) in Q3 2014, closing a stake of 200 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in ESSA in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 49 funds tracked by Wall St. Rank hold ESSA as of Q3 2014.

  • Ground Swell Capital reported no remaining ESSA Bancorp position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 200 ESSA Bancorp shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in ESSA Bancorp in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's ESSA Bancorp position peaked at $2K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held ESSA Bancorp as of Q3 2014.

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