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Ground Swell Capital’s United-Guardian UG Stock Holding History

Ground Swell Capital’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Buy
+233
New +$5.84K 0.01% 1479

Other funds holding UG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ground Swell Capital opened a new position in United-Guardian (UG) in Q3 2014: 233 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #1479 among its holdings.

31 funds tracked by Wall St. Rank hold UG as of Q3 2014.

  • Ground Swell Capital held 233 shares of United-Guardian worth $5K as of Q3 2014.
  • United-Guardian was a new Ground Swell Capital position in Q3 2014.
  • United-Guardian made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1479 holding.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2014.

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