GSC
WVFC

Ground Swell Capital’s WVS Financial Corp WVFC Stock Holding History

Ground Swell Capital’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Buy
633
+333
+111% +$3.63K 0.01% 1290
2014
Q2 		$3K Buy
+300
New +$3.4K 0.01% 1366

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ground Swell Capital increased its WVS Financial Corp (WVFC) stake by 111% in Q3 2014, buying an estimated $3.63K and bringing the position to 633 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1290.

Ground Swell Capital first reported a position in WVFC in Q2 2014 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WVFC as of Q3 2014.

  • Ground Swell Capital held 633 shares of WVS Financial Corp worth $7K as of Q3 2014.
  • Ground Swell Capital bought 333 WVS Financial Corp shares in Q3 2014, an estimated $3.63K.
  • WVS Financial Corp made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1290 holding.
  • Ground Swell Capital first reported a position in WVS Financial Corp in Q2 2014 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held WVS Financial Corp as of Q3 2014.

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