AAM
SFY

Advisors Asset Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Advisors Asset Management’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
Q4 		– Sell
-2,852
Closed -$1K – 1925
2015
Q3 		$1K Sell
2,852
-5,736
-67% -$4.05K ﹤0.01% 1882
2015
Q2 		$17K Sell
8,588
-1,753
-17% -$4.32K ﹤0.01% 1808
2015
Q1 		$22K Sell
10,341
-677
-6% -$1.75K ﹤0.01% 1771
2014
Q4 		$45K Sell
11,018
-116
-1% -$693 ﹤0.01% 1711
2014
Q3 		$107K Buy
11,134
+4,292
+63% +$48.7K ﹤0.01% 1427
2014
Q2 		$89K Buy
+6,842
New +$78K ﹤0.01% 1500

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

Advisors Asset Management's SFY Position: Q4 2015 in Review

Advisors Asset Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 2,852 shares — an estimated $1K sold.

Advisors Asset Management first reported a position in SFY in Q2 2014 and held it in 6 quarters. The position peaked at $107K in Q3 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Advisors Asset Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Advisors Asset Management sold 2,852 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $1K.
  • Advisors Asset Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2014 and held it in 6 quarters.
  • Advisors Asset Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $107K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Advisors Asset Management's 13F filing for Q4 2015, filed 10 Feb 2016.