Ground Swell Capital’s First Business Financial Services FBIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$13K	Buy	+602	New	+$13.5K	0.02%	766

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Ground Swell Capital opened a new position in First Business Financial Services (FBIZ) in Q3 2014: 602 shares worth $13K. The stake represents 0.02% of the portfolio and ranks #766 among its holdings.

68 funds tracked by Wall St. Rank hold FBIZ as of Q3 2014.

Ground Swell Capital held 602 shares of First Business Financial Services worth $13K as of Q3 2014.
First Business Financial Services was a new Ground Swell Capital position in Q3 2014.
First Business Financial Services made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #766 holding.
68 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2014.

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