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Ground Swell Capital’s Waterstone Financial WSBF Stock Holding History

Ground Swell Capital’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-86
Closed -$1K – 2806
2014
Q2 		$1K Buy
+86
New +$922 ﹤0.01% 1797

Other funds holding WSBF

Wellington Management Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ground Swell Capital sold out of Waterstone Financial (WSBF) in Q3 2014, closing a stake of 86 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in WSBF in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 79 funds tracked by Wall St. Rank hold WSBF as of Q3 2014.

  • Ground Swell Capital reported no remaining Waterstone Financial position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 86 Waterstone Financial shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Waterstone Financial in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Waterstone Financial position peaked at $1K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2014.

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