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Ground Swell Capital’s Financial Institutions FISI Stock Holding History

Ground Swell Capital’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$5K – 2504
2014
Q2 		$5K Buy
+200
New +$4.68K 0.01% 1071

Other funds holding FISI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Ground Swell Capital sold out of Financial Institutions (FISI) in Q3 2014, closing a stake of 200 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in FISI in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 87 funds tracked by Wall St. Rank hold FISI as of Q3 2014.

  • Ground Swell Capital reported no remaining Financial Institutions position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 200 Financial Institutions shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in Financial Institutions in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Financial Institutions position peaked at $5K in Q2 2014.
  • 87 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2014.

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