GSC
SOFO

Ground Swell Capital’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Ground Swell Capital’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
500
+159
+47% +$1.66K 0.01% 1491
2014
Q2 		$4K Buy
+341
New +$3.62K 0.01% 1217

Other funds holding SOFO

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ground Swell Capital increased its Sonic Foundry, Inc. Common Stock (SOFO) stake by 47% in Q3 2014, buying an estimated $1.66K and bringing the position to 500 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #1491.

Ground Swell Capital first reported a position in SOFO in Q2 2014 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SOFO as of Q3 2014.

  • Ground Swell Capital held 500 shares of Sonic Foundry, Inc. Common Stock worth $5K as of Q3 2014.
  • Ground Swell Capital bought 159 Sonic Foundry, Inc. Common Stock shares in Q3 2014, an estimated $1.66K.
  • Sonic Foundry, Inc. Common Stock made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1491 holding.
  • Ground Swell Capital first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2014 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q3 2014.

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