GSC
UNAM

Ground Swell Capital’s Unico American Corp UNAM Stock Holding History

Ground Swell Capital’s Portfolio UNAM Stock Details UNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
207
+76
+58% +$941 0.01% 1783
2014
Q2 		$2K Buy
+131
New +$1.68K ﹤0.01% 1557

Other funds holding UNAM

OI
OBH Inc San Antonio, Texas $6.09M AUM 12.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital increased its Unico American Corp (UNAM) stake by 58% in Q3 2014, buying an estimated $941 and bringing the position to 207 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1783.

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

  • Ground Swell Capital held 207 shares of Unico American Corp worth $3K as of Q3 2014.
  • Ground Swell Capital bought 76 Unico American Corp shares in Q3 2014, an estimated $941.
  • Unico American Corp made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1783 holding.
  • Ground Swell Capital first reported a position in Unico American Corp in Q2 2014 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Unico American Corp as of Q3 2014.

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