AG
SFY

Aperio Group’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Aperio Group’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
-11,066
Closed -$22K – 2068
2015
Q2 		$22K Sell
11,066
-2,379
-18% -$5.87K ﹤0.01% 1998
2015
Q1 		$29K Buy
+13,445
New +$34.9K ﹤0.01% 1959
2013
Q4 		– Hold
0
– – – 1630

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

Aperio Group's SFY Position: Q3 2015 in Review

Aperio Group sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2015, closing a stake of 11,066 shares — an estimated $22K sold.

Aperio Group first reported a position in SFY in Q1 2015 and held it in 2 quarters. The position peaked at $29K in Q1 2015. 73 funds tracked by Wall St. Rank hold SFY as of Q3 2015.

  • Aperio Group reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2015 after selling out during the quarter.
  • Aperio Group sold 11,066 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2015, an estimated $22K.
  • Aperio Group first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2015 and held it in 2 quarters.
  • Aperio Group's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $29K in Q1 2015.
  • 73 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2015.

Based on Aperio Group's 13F filing for Q3 2015, filed 19 Oct 2015.