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Ground Swell Capital’s Peoples Bancorp PEBO Stock Holding History

Ground Swell Capital’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
60
-61
-50% -$1.49K ﹤0.01% 2179
2014
Q2 		$3K Buy
+121
New +$3.05K 0.01% 1325

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Ground Swell Capital reduced its Peoples Bancorp (PEBO) stake by 50% in Q3 2014, selling an estimated $1.49K and leaving 60 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Ground Swell Capital first reported a position in PEBO in Q2 2014 and has held it in 2 quarters since. The position peaked at $3K in Q2 2014. 96 funds tracked by Wall St. Rank hold PEBO as of Q3 2014.

  • Ground Swell Capital held 60 shares of Peoples Bancorp worth $1K as of Q3 2014.
  • Ground Swell Capital sold 61 Peoples Bancorp shares in Q3 2014, an estimated $1.49K.
  • Peoples Bancorp made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2179 holding.
  • Ground Swell Capital first reported a position in Peoples Bancorp in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Peoples Bancorp position peaked at $3K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2014.

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