AIA
SWFT

Alerus Investment Advisors’s Swift Transportation Company SWFT Stock Holding History

Alerus Investment Advisors’s Portfolio SWFT Stock Details SWFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-334
Closed -$5K – 197
2015
Q3 		$5K Hold
334
– – ﹤0.01% 163
2015
Q2 		$8K Buy
+334
New +$8.22K ﹤0.01% 157

Other funds holding SWFT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Alerus Investment Advisors's SWFT Position: Q4 2015 in Review

Alerus Investment Advisors sold out of Swift Transportation Company (SWFT) in Q4 2015, closing a stake of 334 shares — an estimated $5K sold.

Alerus Investment Advisors first reported a position in SWFT in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 206 funds tracked by Wall St. Rank hold SWFT as of Q4 2015.

  • Alerus Investment Advisors reported no remaining Swift Transportation Company position as of Q4 2015 after selling out during the quarter.
  • Alerus Investment Advisors sold 334 Swift Transportation Company shares in Q4 2015, an estimated $5K.
  • Alerus Investment Advisors first reported a position in Swift Transportation Company in Q2 2015 and held it in 2 quarters.
  • Alerus Investment Advisors's Swift Transportation Company position peaked at $8K in Q2 2015.
  • 206 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2015.

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