Asset Management One
SFY

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

Asset Management One’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
2014
Q1 		– Sell
-33,002
Closed -$446K – 1193
2013
Q4 		$446K Buy
+33,002
New +$435K 0.01% 951

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Asset Management One's SFY Position: Q1 2014 in Review

Asset Management One sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2014, closing a stake of 33,002 shares — an estimated $446K sold.

Asset Management One first reported a position in SFY in Q4 2013 and held it in 1 quarter. The position peaked at $446K in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q1 2014.

  • Asset Management One reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2014 after selling out during the quarter.
  • Asset Management One sold 33,002 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2014, an estimated $446K.
  • Asset Management One first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and held it in 1 quarter.
  • Asset Management One's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $446K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2014.

Based on Asset Management One's 13F filing for Q1 2014, filed 5 May 2014.