Ground Swell Capital’s Servotronics SVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-250	Closed	-$2K	–	2747
2014 Q2	$2K	Buy	+250	New	+$1.85K	﹤0.01%	1534

Other funds holding SVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital sold out of Servotronics (SVT) in Q3 2014, closing a stake of 250 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in SVT in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 15 funds tracked by Wall St. Rank hold SVT as of Q3 2014.

Ground Swell Capital reported no remaining Servotronics position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 250 Servotronics shares in Q3 2014, an estimated $2K.
Ground Swell Capital first reported a position in Servotronics in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Servotronics position peaked at $2K in Q2 2014.
15 funds tracked by Wall St. Rank held Servotronics as of Q3 2014.

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