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Ground Swell Capital’s Prosperity Bancshares PB Stock Holding History

Ground Swell Capital’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$10K Sell
173
-835
-83% -$50K 0.02% 978
2014
Q2 		$63K Buy
+1,008
New +$61K 0.12% 107

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Ground Swell Capital reduced its Prosperity Bancshares (PB) stake by 83% in Q3 2014, selling an estimated $50K and leaving 173 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #978.

Ground Swell Capital first reported a position in PB in Q2 2014 and has held it in 2 quarters since. The position peaked at $63K in Q2 2014. 233 funds tracked by Wall St. Rank hold PB as of Q3 2014.

  • Ground Swell Capital held 173 shares of Prosperity Bancshares worth $10K as of Q3 2014.
  • Ground Swell Capital sold 835 Prosperity Bancshares shares in Q3 2014, an estimated $50K.
  • Prosperity Bancshares made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #978 holding.
  • Ground Swell Capital first reported a position in Prosperity Bancshares in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Prosperity Bancshares position peaked at $63K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2014.

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