Ground Swell Capital’s Pathfinder Bancorp PBHC Stock Holding History

Ground Swell Capital’s Portfolio PBHC Stock Details PBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-198	Closed	-$2K	–	2666
2014 Q2	$2K	Buy	+198	New	+$1.8K	﹤0.01%	1514

Other funds holding PBHC

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Ground Swell Capital sold out of Pathfinder Bancorp (PBHC) in Q3 2014, closing a stake of 198 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in PBHC in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 6 funds tracked by Wall St. Rank hold PBHC as of Q3 2014.

Ground Swell Capital reported no remaining Pathfinder Bancorp position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 198 Pathfinder Bancorp shares in Q3 2014, an estimated $2K.
Ground Swell Capital first reported a position in Pathfinder Bancorp in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Pathfinder Bancorp position peaked at $2K in Q2 2014.
6 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q3 2014.

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