GSC
FWV

Ground Swell Capital’s FIRST WEST VIRGINIA BANCRP INC FWV Stock Holding History

Ground Swell Capital’s Portfolio FWV Stock Details FWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-158
Closed -$3K – 3144
2014
Q2 		$3K Buy
+158
New +$2.95K 0.01% 1413

Other funds holding FWV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital sold out of FIRST WEST VIRGINIA BANCRP INC (FWV) in Q3 2014, closing a stake of 158 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in FWV in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 8 funds tracked by Wall St. Rank hold FWV as of Q3 2014.

  • Ground Swell Capital reported no remaining FIRST WEST VIRGINIA BANCRP INC position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 158 FIRST WEST VIRGINIA BANCRP INC shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in FIRST WEST VIRGINIA BANCRP INC in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's FIRST WEST VIRGINIA BANCRP INC position peaked at $3K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held FIRST WEST VIRGINIA BANCRP INC as of Q3 2014.

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