GSC
PW

Ground Swell Capital’s Power REIT PW Stock Holding History

Ground Swell Capital’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
30
+10
+50% +$927 0.01% 1751
2014
Q2 		$2K Buy
+20
New +$1.84K ﹤0.01% 1518

Other funds holding PW

KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital increased its Power REIT (PW) stake by 50% in Q3 2014, buying an estimated $927 and bringing the position to 30 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1751.

Ground Swell Capital first reported a position in PW in Q2 2014 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PW as of Q3 2014.

  • Ground Swell Capital held 30 shares of Power REIT worth $3K as of Q3 2014.
  • Ground Swell Capital bought 10 Power REIT shares in Q3 2014, an estimated $927.
  • Power REIT made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1751 holding.
  • Ground Swell Capital first reported a position in Power REIT in Q2 2014 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Power REIT as of Q3 2014.

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