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Ground Swell Capital’s First United FUNC Stock Holding History

Ground Swell Capital’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
600
+441
+277% +$3.75K 0.01% 1442
2014
Q2 		$1K Buy
+159
New +$1.35K ﹤0.01% 1718

Other funds holding FUNC

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ground Swell Capital increased its First United (FUNC) stake by 277% in Q3 2014, buying an estimated $3.75K and bringing the position to 600 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #1442.

Ground Swell Capital first reported a position in FUNC in Q2 2014 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold FUNC as of Q3 2014.

  • Ground Swell Capital held 600 shares of First United worth $5K as of Q3 2014.
  • Ground Swell Capital bought 441 First United shares in Q3 2014, an estimated $3.75K.
  • First United made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1442 holding.
  • Ground Swell Capital first reported a position in First United in Q2 2014 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held First United as of Q3 2014.

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