GSC
SMMF

Ground Swell Capital’s Summit Financial Group, Inc. SMMF Stock Holding History

Ground Swell Capital’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Buy
200
+41
+26% +$424 ﹤0.01% 1956
2014
Q2 		$2K Buy
+159
New +$1.69K ﹤0.01% 1550

Other funds holding SMMF

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

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

Ground Swell Capital increased its Summit Financial Group, Inc. (SMMF) stake by 26% in Q3 2014, buying an estimated $424 and bringing the position to 200 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Ground Swell Capital first reported a position in SMMF in Q2 2014 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SMMF as of Q3 2014.

  • Ground Swell Capital held 200 shares of Summit Financial Group, Inc. worth $2K as of Q3 2014.
  • Ground Swell Capital bought 41 Summit Financial Group, Inc. shares in Q3 2014, an estimated $424.
  • Summit Financial Group, Inc. made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1956 holding.
  • Ground Swell Capital first reported a position in Summit Financial Group, Inc. in Q2 2014 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2014.

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