AG
SWFT

Algert Global’s Swift Transportation Company SWFT Stock Holding History

Algert Global’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
2017
Q1 		– Sell
-68,863
Closed -$1.68M – 418
2016
Q4 		$1.68M Buy
68,863
+21,195
+44% +$495K 0.48% 71
2016
Q3 		$1.02M Buy
47,668
+14,526
+44% +$276K 0.3% 142
2016
Q2 		$511K Sell
33,142
-6,450
-16% -$106K 0.21% 193
2016
Q1 		$738K Buy
39,592
+10,882
+38% +$176K 0.28% 139
2015
Q4 		$397K Buy
28,710
+5,900
+26% +$89.9K 0.19% 208
2015
Q3 		$343K Buy
22,810
+7,300
+47% +$154K 0.19% 195
2015
Q2 		$352K Buy
15,510
+2,570
+20% +$63.2K 0.19% 191
2015
Q1 		$337K Buy
+12,940
New +$355K 0.19% 208

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Algert Global's SWFT Position: Q1 2017 in Review

Algert Global sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 68,863 shares — an estimated $1.68M sold.

Algert Global first reported a position in SWFT in Q1 2015 and held it in 8 quarters. The position peaked at $1.68M in Q4 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Algert Global reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Algert Global sold 68,863 Swift Transportation Company shares in Q1 2017, an estimated $1.68M.
  • Algert Global first reported a position in Swift Transportation Company in Q1 2015 and held it in 8 quarters.
  • Algert Global's Swift Transportation Company position peaked at $1.68M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Algert Global's 13F filing for Q1 2017, filed 2 May 2017.