Ground Swell Capital’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$34K	Buy	+281	New	+$34.7K	0.06%	318

Other funds holding FDS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BFA

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Factset (FDS) in Q3 2014: 281 shares worth $34K. The stake represents 0.06% of the portfolio and ranks #318 among its holdings.

291 funds tracked by Wall St. Rank hold FDS as of Q3 2014.

Ground Swell Capital held 281 shares of Factset worth $34K as of Q3 2014.
Factset was a new Ground Swell Capital position in Q3 2014.
Factset made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #318 holding.
291 funds tracked by Wall St. Rank held Factset as of Q3 2014.

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