Ground Swell Capital’s Pricesmart PSMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$17K	Buy	+200	New	+$17.4K	0.03%	625

Other funds holding PSMT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

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

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

Ground Swell Capital opened a new position in Pricesmart (PSMT) in Q3 2014: 200 shares worth $17K. The stake represents 0.03% of the portfolio and ranks #625 among its holdings.

161 funds tracked by Wall St. Rank hold PSMT as of Q3 2014.

Ground Swell Capital held 200 shares of Pricesmart worth $17K as of Q3 2014.
Pricesmart was a new Ground Swell Capital position in Q3 2014.
Pricesmart made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #625 holding.
161 funds tracked by Wall St. Rank held Pricesmart as of Q3 2014.

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