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Ground Swell Capital’s Spire SR Stock Holding History

Ground Swell Capital’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Sell
200
-27
-12% -$1.29K 0.02% 1113
2014
Q2 		$11K Buy
+227
New +$10.6K 0.02% 678

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ground Swell Capital reduced its Spire (SR) stake by 12% in Q3 2014, selling an estimated $1.29K and leaving 200 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #1113.

Ground Swell Capital first reported a position in SR in Q2 2014 and has held it in 2 quarters since. The position peaked at $11K in Q2 2014. 202 funds tracked by Wall St. Rank hold SR as of Q3 2014.

  • Ground Swell Capital held 200 shares of Spire worth $9K as of Q3 2014.
  • Ground Swell Capital sold 27 Spire shares in Q3 2014, an estimated $1.29K.
  • Spire made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1113 holding.
  • Ground Swell Capital first reported a position in Spire in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Spire position peaked at $11K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held Spire as of Q3 2014.

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