Ground Swell Capital’s Southwest Georgia Financial Corporation SGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$8K	Buy	600 +102	+20%	+$1.44K	0.02%	1230
2014 Q2	$7K	Buy	+498	New	+$6.99K	0.01%	960

Other funds holding SGB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Ground Swell Capital increased its Southwest Georgia Financial Corporation (SGB) stake by 20% in Q3 2014, buying an estimated $1.44K and bringing the position to 600 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #1230.

Ground Swell Capital first reported a position in SGB in Q2 2014 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SGB as of Q3 2014.

Ground Swell Capital held 600 shares of Southwest Georgia Financial Corporation worth $8K as of Q3 2014.
Ground Swell Capital bought 102 Southwest Georgia Financial Corporation shares in Q3 2014, an estimated $1.44K.
Southwest Georgia Financial Corporation made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1230 holding.
Ground Swell Capital first reported a position in Southwest Georgia Financial Corporation in Q2 2014 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q3 2014.

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