AssetMark Inc
SWFT

AssetMark Inc’s Swift Transportation Company SWFT Stock Holding History

AssetMark Inc’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
2016
Q1 		– Sell
-27
Closed – – 1596
2015
Q4 		$0 Buy
27
+15
+125% +$229 ﹤0.01% 1582
2015
Q3 		$0 Buy
+12
New +$253 ﹤0.01% 949

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

AssetMark Inc's SWFT Position: Q1 2016 in Review

AssetMark Inc sold out of Swift Transportation Company (SWFT) in Q1 2016, closing a stake of 27 shares.

AssetMark Inc first reported a position in SWFT in Q3 2015 and held it in 2 quarters. The position peaked at $0 in Q4 2015. 205 funds tracked by Wall St. Rank hold SWFT as of Q1 2016.

  • AssetMark Inc reported no remaining Swift Transportation Company position as of Q1 2016 after selling out during the quarter.
  • AssetMark Inc sold 27 Swift Transportation Company shares in Q1 2016.
  • AssetMark Inc first reported a position in Swift Transportation Company in Q3 2015 and held it in 2 quarters.
  • AssetMark Inc's Swift Transportation Company position peaked at $0 in Q4 2015.
  • 205 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2016.

Based on AssetMark Inc's 13F filing for Q1 2016, filed 13 May 2016.