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Ground Swell Capital’s Franklin Covey FC Stock Holding History

Ground Swell Capital’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Buy
+438
New +$8.43K 0.02% 1093

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Franklin Covey (FC) in Q3 2014: 438 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #1093 among its holdings.

63 funds tracked by Wall St. Rank hold FC as of Q3 2014.

  • Ground Swell Capital held 438 shares of Franklin Covey worth $9K as of Q3 2014.
  • Franklin Covey was a new Ground Swell Capital position in Q3 2014.
  • Franklin Covey made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1093 holding.
  • 63 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2014.

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