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Ground Swell Capital’s Mexco Energy MXC Stock Holding History

Ground Swell Capital’s Portfolio MXC Stock Details MXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
200
-300
-60% -$2.16K ﹤0.01% 2160
2014
Q2 		$4K Buy
+500
New +$3.79K 0.01% 1192

Other funds holding MXC

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital reduced its Mexco Energy (MXC) stake by 60% in Q3 2014, selling an estimated $2.16K and leaving 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Ground Swell Capital first reported a position in MXC in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 7 funds tracked by Wall St. Rank hold MXC as of Q3 2014.

  • Ground Swell Capital held 200 shares of Mexco Energy worth $1K as of Q3 2014.
  • Ground Swell Capital sold 300 Mexco Energy shares in Q3 2014, an estimated $2.16K.
  • Mexco Energy made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2160 holding.
  • Ground Swell Capital first reported a position in Mexco Energy in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Mexco Energy position peaked at $4K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Mexco Energy as of Q3 2014.

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