Ground Swell Capital’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$20K	Buy	+477	New	+$20.1K	0.04%	539

Other funds holding PHIIK

WFC

West Face Capital Toronto, Ontario, Canada $16.6M AUM 18.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ground Swell Capital opened a new position in PHI, Inc. Non-Voting Common Stock (PHIIK) in Q3 2014: 477 shares worth $20K. The stake represents 0.04% of the portfolio and ranks #539 among its holdings.

71 funds tracked by Wall St. Rank hold PHIIK as of Q3 2014.

Ground Swell Capital held 477 shares of PHI, Inc. Non-Voting Common Stock worth $20K as of Q3 2014.
PHI, Inc. Non-Voting Common Stock was a new Ground Swell Capital position in Q3 2014.
PHI, Inc. Non-Voting Common Stock made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #539 holding.
71 funds tracked by Wall St. Rank held PHI, Inc. Non-Voting Common Stock as of Q3 2014.

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