Ground Swell Capital’s International Bancshares IBOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2K	Buy	+100	New	+$2.61K	﹤0.01%	1901

Other funds holding IBOC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

BIT

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Ground Swell Capital opened a new position in International Bancshares (IBOC) in Q3 2014: 100 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings.

132 funds tracked by Wall St. Rank hold IBOC as of Q3 2014.

Ground Swell Capital held 100 shares of International Bancshares worth $2K as of Q3 2014.
International Bancshares was a new Ground Swell Capital position in Q3 2014.
International Bancshares made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1901 holding.
132 funds tracked by Wall St. Rank held International Bancshares as of Q3 2014.

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