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Ground Swell Capital’s US Bancorp USB Stock Holding History

Ground Swell Capital’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$127K Buy
3,039
+699
+30% +$29.5K 0.24% 66
2014
Q2 		$101K Buy
+2,340
New +$97.7K 0.2% 55

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ground Swell Capital increased its US Bancorp (USB) stake by 30% in Q3 2014, buying an estimated $29.5K and bringing the position to 3,039 shares worth $127K. The position accounts for 0.24% of the portfolio, ranked #66.

Ground Swell Capital first reported a position in USB in Q2 2014 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold USB as of Q3 2014.

  • Ground Swell Capital held 3,039 shares of US Bancorp worth $127K as of Q3 2014.
  • Ground Swell Capital bought 699 US Bancorp shares in Q3 2014, an estimated $29.5K.
  • US Bancorp made up 0.24% of Ground Swell Capital's portfolio in Q3 2014, its #66 holding.
  • Ground Swell Capital first reported a position in US Bancorp in Q2 2014 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held US Bancorp as of Q3 2014.

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