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Ground Swell Capital’s Norwood Financial Corp NWFL Stock Holding History

Ground Swell Capital’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Sell
113
-316
-74% -$6.07K ﹤0.01% 1918
2014
Q2 		$8K Buy
+429
New +$8.23K 0.02% 844

Other funds holding NWFL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ground Swell Capital reduced its Norwood Financial Corp (NWFL) stake by 74% in Q3 2014, selling an estimated $6.07K and leaving 113 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Ground Swell Capital first reported a position in NWFL in Q2 2014 and has held it in 2 quarters since. The position peaked at $8K in Q2 2014. 21 funds tracked by Wall St. Rank hold NWFL as of Q3 2014.

  • Ground Swell Capital held 113 shares of Norwood Financial Corp worth $2K as of Q3 2014.
  • Ground Swell Capital sold 316 Norwood Financial Corp shares in Q3 2014, an estimated $6.07K.
  • Norwood Financial Corp made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1918 holding.
  • Ground Swell Capital first reported a position in Norwood Financial Corp in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Norwood Financial Corp position peaked at $8K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q3 2014.

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