AP
SFY

Advisor Partners’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Advisor Partners’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,699
Closed -$25K – 364
2015
Q2 		$25K Hold
11,699
– – 0.01% 324
2015
Q1 		$25K Buy
+11,699
New +$30.3K 0.01% 322

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Partners's SFY Position: Q3 2015 in Review

Advisor Partners sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2015, closing a stake of 11,699 shares — an estimated $25K sold.

Advisor Partners first reported a position in SFY in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q2 2015. 73 funds tracked by Wall St. Rank hold SFY as of Q3 2015.

  • Advisor Partners reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2015 after selling out during the quarter.
  • Advisor Partners sold 11,699 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2015, an estimated $25K.
  • Advisor Partners first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2015 and held it in 2 quarters.
  • Advisor Partners's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $25K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2015.

Based on Advisor Partners's 13F filing for Q3 2015, filed 6 Nov 2015.