Ground Swell Capital’s Silvercrest Asset Management SAMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$3K Sell
244
-139
-36% -$2.23K 0.01% 1761
2014
Q2
$7K Buy
+383
New +$6.68K 0.01% 911

Other funds holding SAMG

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

Ground Swell Capital reduced its Silvercrest Asset Management (SAMG) stake by 36% in Q3 2014, selling an estimated $2.23K and leaving 244 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1761.

Ground Swell Capital first reported a position in SAMG in Q2 2014 and has held it in 2 quarters since. The position peaked at $7K in Q2 2014. 59 funds tracked by Wall St. Rank hold SAMG as of Q3 2014.

  • Ground Swell Capital held 244 shares of Silvercrest Asset Management worth $3K as of Q3 2014.
  • Ground Swell Capital sold 139 Silvercrest Asset Management shares in Q3 2014, an estimated $2.23K.
  • Silvercrest Asset Management made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1761 holding.
  • Ground Swell Capital first reported a position in Silvercrest Asset Management in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Silvercrest Asset Management position peaked at $7K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2014.

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