GSC
USMD

Ground Swell Capital’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Ground Swell Capital’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6K Buy
678
+478
+239% +$4.6K 0.01% 1390
2014
Q2 		$2K Buy
+200
New +$2.45K ﹤0.01% 1613

Other funds holding USMD

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ground Swell Capital increased its USMD HLDGS INC COM STK (DE) (USMD) stake by 239% in Q3 2014, buying an estimated $4.6K and bringing the position to 678 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1390.

Ground Swell Capital first reported a position in USMD in Q2 2014 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold USMD as of Q3 2014.

  • Ground Swell Capital held 678 shares of USMD HLDGS INC COM STK (DE) worth $6K as of Q3 2014.
  • Ground Swell Capital bought 478 USMD HLDGS INC COM STK (DE) shares in Q3 2014, an estimated $4.6K.
  • USMD HLDGS INC COM STK (DE) made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1390 holding.
  • Ground Swell Capital first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2014 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2014.

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