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Ground Swell Capital’s Oak Valley Bancorp OVLY Stock Holding History

Ground Swell Capital’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$3K – 2661
2014
Q2 		$3K Buy
+300
New +$2.95K 0.01% 1323

Other funds holding OVLY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Ground Swell Capital sold out of Oak Valley Bancorp (OVLY) in Q3 2014, closing a stake of 300 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in OVLY in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 12 funds tracked by Wall St. Rank hold OVLY as of Q3 2014.

  • Ground Swell Capital reported no remaining Oak Valley Bancorp position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 300 Oak Valley Bancorp shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Oak Valley Bancorp in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Oak Valley Bancorp position peaked at $3K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2014.

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