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Ground Swell Capital’s 1st Source SRCE Stock Holding History

Ground Swell Capital’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Buy
557
+493
+770% +$13.3K 0.03% 736
2014
Q2 		$2K Buy
+64
New +$1.79K ﹤0.01% 1531

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ground Swell Capital increased its 1st Source (SRCE) stake by 770% in Q3 2014, buying an estimated $13.3K and bringing the position to 557 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #736.

Ground Swell Capital first reported a position in SRCE in Q2 2014 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold SRCE as of Q3 2014.

  • Ground Swell Capital held 557 shares of 1st Source worth $14K as of Q3 2014.
  • Ground Swell Capital bought 493 1st Source shares in Q3 2014, an estimated $13.3K.
  • 1st Source made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #736 holding.
  • Ground Swell Capital first reported a position in 1st Source in Q2 2014 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held 1st Source as of Q3 2014.

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