GSC
SBB

Ground Swell Capital’s SUSSEX BANCORP SBB Stock Holding History

Ground Swell Capital’s Portfolio SBB Stock Details SBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-468
Closed -$4K – 3320
2014
Q2 		$4K Buy
+468
New +$4K 0.01% 1278

Other funds holding SBB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ground Swell Capital sold out of SUSSEX BANCORP (SBB) in Q3 2014, closing a stake of 468 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in SBB in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 15 funds tracked by Wall St. Rank hold SBB as of Q3 2014.

  • Ground Swell Capital reported no remaining SUSSEX BANCORP position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 468 SUSSEX BANCORP shares in Q3 2014, an estimated $4K.
  • Ground Swell Capital first reported a position in SUSSEX BANCORP in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's SUSSEX BANCORP position peaked at $4K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held SUSSEX BANCORP as of Q3 2014.

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