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Ground Swell Capital’s Union Bankshares UNB Stock Holding History

Ground Swell Capital’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Buy
+556
New +$13.8K 0.02% 785

Other funds holding UNB

CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ground Swell Capital opened a new position in Union Bankshares (UNB) in Q3 2014: 556 shares worth $13K. The stake represents 0.02% of the portfolio and ranks #785 among its holdings.

21 funds tracked by Wall St. Rank hold UNB as of Q3 2014.

  • Ground Swell Capital held 556 shares of Union Bankshares worth $13K as of Q3 2014.
  • Union Bankshares was a new Ground Swell Capital position in Q3 2014.
  • Union Bankshares made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #785 holding.
  • 21 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2014.

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