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Ground Swell Capital’s York Water YORW Stock Holding History

Ground Swell Capital’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
44
-309
-88% -$6.13K ﹤0.01% 2217
2014
Q2 		$7K Buy
+353
New +$7.14K 0.01% 922

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ground Swell Capital reduced its York Water (YORW) stake by 88% in Q3 2014, selling an estimated $6.13K and leaving 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Ground Swell Capital first reported a position in YORW in Q2 2014 and has held it in 2 quarters since. The position peaked at $7K in Q2 2014. 75 funds tracked by Wall St. Rank hold YORW as of Q3 2014.

  • Ground Swell Capital held 44 shares of York Water worth $1K as of Q3 2014.
  • Ground Swell Capital sold 309 York Water shares in Q3 2014, an estimated $6.13K.
  • York Water made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2217 holding.
  • Ground Swell Capital first reported a position in York Water in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's York Water position peaked at $7K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held York Water as of Q3 2014.

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