Ground Swell Capital’s Geron GERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,333	Closed	-$7K	–	2530
2014 Q2	$7K	Buy	+2,333	New	+$4.87K	0.01%	892

Other funds holding GERN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

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

BIT

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ground Swell Capital sold out of Geron (GERN) in Q3 2014, closing a stake of 2,333 shares — an estimated $7K sold.

Ground Swell Capital first reported a position in GERN in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 123 funds tracked by Wall St. Rank hold GERN as of Q3 2014.

Ground Swell Capital reported no remaining Geron position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 2,333 Geron shares in Q3 2014, an estimated $7K.
Ground Swell Capital first reported a position in Geron in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Geron position peaked at $7K in Q2 2014.
123 funds tracked by Wall St. Rank held Geron as of Q3 2014.

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