GSC
LSBG

Ground Swell Capital’s Lake Sunapee Bank Group LSBG Stock Holding History

Ground Swell Capital’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-141
Closed -$2K – 3079
2014
Q2 		$2K Buy
+141
New +$2.08K ﹤0.01% 1609

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

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

Ground Swell Capital sold out of Lake Sunapee Bank Group (LSBG) in Q3 2014, closing a stake of 141 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in LSBG in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 38 funds tracked by Wall St. Rank hold LSBG as of Q3 2014.

  • Ground Swell Capital reported no remaining Lake Sunapee Bank Group position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 141 Lake Sunapee Bank Group shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in Lake Sunapee Bank Group in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Lake Sunapee Bank Group position peaked at $2K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q3 2014.

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