Ground Swell Capital’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$415K Buy
8,007
+2,647
+49% +$136K 0.78% 9
2014
Q2
$282K Buy
+5,360
New +$269K 0.55% 14

Other funds holding WFC

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

Ground Swell Capital increased its Wells Fargo (WFC) stake by 49% in Q3 2014, buying an estimated $136K and bringing the position to 8,007 shares worth $415K. The position accounts for 0.78% of the portfolio, ranked #9.

Ground Swell Capital first reported a position in WFC in Q2 2014 and has held it in 2 quarters since. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • Ground Swell Capital held 8,007 shares of Wells Fargo worth $415K as of Q3 2014.
  • Ground Swell Capital bought 2,647 Wells Fargo shares in Q3 2014, an estimated $136K.
  • Wells Fargo made up 0.78% of Ground Swell Capital's portfolio in Q3 2014, its #9 holding.
  • Ground Swell Capital first reported a position in Wells Fargo in Q2 2014 and has held it in 2 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

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