Ground Swell Capital’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,305
Closed -$164K 156
2021
Q1
$164K Buy
+10,305
New +$158K 0.53% 68
2014
Q3
Sell
-769
Closed -$12K 2826
2014
Q2
$12K Buy
+769
New +$12K 0.02% 647

Other funds holding ROIC

Ground Swell Capital's ROIC Position: Q2 2021 in Review

Ground Swell Capital sold out of Retail Opportunity Investments Corp. (ROIC) in Q2 2021, closing a stake of 10,305 shares — an estimated $164K sold.

Ground Swell Capital first reported a position in ROIC in Q2 2014 and held it in 2 quarters. The position peaked at $164K in Q1 2021. 226 funds tracked by Wall St. Rank hold ROIC as of Q2 2021.

  • Ground Swell Capital reported no remaining Retail Opportunity Investments Corp. position as of Q2 2021 after selling out during the quarter.
  • Ground Swell Capital sold 10,305 Retail Opportunity Investments Corp. shares in Q2 2021, an estimated $164K.
  • Ground Swell Capital first reported a position in Retail Opportunity Investments Corp. in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Retail Opportunity Investments Corp. position peaked at $164K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q2 2021.

Based on Ground Swell Capital's 13F filing for Q2 2021, filed 12 Aug 2021.