GSC
UBOH

Ground Swell Capital’s United Bancshares Inc/OH UBOH Stock Holding History

Ground Swell Capital’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$16K Buy
1,072
+572
+114% +$8.46K 0.03% 685
2014
Q2 		$7K Buy
+500
New +$7.24K 0.01% 958

Other funds holding UBOH

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ground Swell Capital increased its United Bancshares Inc/OH (UBOH) stake by 114% in Q3 2014, buying an estimated $8.46K and bringing the position to 1,072 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #685.

Ground Swell Capital first reported a position in UBOH in Q2 2014 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold UBOH as of Q3 2014.

  • Ground Swell Capital held 1,072 shares of United Bancshares Inc/OH worth $16K as of Q3 2014.
  • Ground Swell Capital bought 572 United Bancshares Inc/OH shares in Q3 2014, an estimated $8.46K.
  • United Bancshares Inc/OH made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #685 holding.
  • Ground Swell Capital first reported a position in United Bancshares Inc/OH in Q2 2014 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q3 2014.

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