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Ground Swell Capital’s First Bank FRBA Stock Holding History

Ground Swell Capital’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$1K – 2516
2014
Q2 		$1K Buy
+200
New +$1.26K ﹤0.01% 1715

Other funds holding FRBA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital sold out of First Bank (FRBA) in Q3 2014, closing a stake of 200 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in FRBA in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 17 funds tracked by Wall St. Rank hold FRBA as of Q3 2014.

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

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