GSC
FDO

Ground Swell Capital’s FAMILY DOLLAR STORES FDO Stock Holding History

Ground Swell Capital’s Portfolio FDO Stock Details FDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Buy
162
+56
+53% +$4.13K 0.02% 801
2014
Q2 		$7K Buy
+106
New +$6.39K 0.01% 952

Other funds holding FDO

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Ground Swell Capital increased its FAMILY DOLLAR STORES (FDO) stake by 53% in Q3 2014, buying an estimated $4.13K and bringing the position to 162 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #801.

Ground Swell Capital first reported a position in FDO in Q2 2014 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold FDO as of Q3 2014.

  • Ground Swell Capital held 162 shares of FAMILY DOLLAR STORES worth $13K as of Q3 2014.
  • Ground Swell Capital bought 56 FAMILY DOLLAR STORES shares in Q3 2014, an estimated $4.13K.
  • FAMILY DOLLAR STORES made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #801 holding.
  • Ground Swell Capital first reported a position in FAMILY DOLLAR STORES in Q2 2014 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q3 2014.

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