GSC
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Ground Swell Capital’s IES Holdings IESC Stock Holding History

Ground Swell Capital’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
93
-107
-54% -$759 ﹤0.01% 2137
2014
Q2 		$1K Buy
+200
New +$1.27K ﹤0.01% 1737

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ground Swell Capital reduced its IES Holdings (IESC) stake by 54% in Q3 2014, selling an estimated $759 and leaving 93 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Ground Swell Capital first reported a position in IESC in Q2 2014 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IESC as of Q3 2014.

  • Ground Swell Capital held 93 shares of IES Holdings worth $1K as of Q3 2014.
  • Ground Swell Capital sold 107 IES Holdings shares in Q3 2014, an estimated $759.
  • IES Holdings made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2137 holding.
  • Ground Swell Capital first reported a position in IES Holdings in Q2 2014 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held IES Holdings as of Q3 2014.

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