AIM
SWFT

Assured Investment Management’s Swift Transportation Company SWFT Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-3,126
Closed -$64K – 755
2017
Q1 		$64K Sell
3,126
-4,835
-61% -$108K ﹤0.01% 570
2016
Q4 		$194K Buy
+7,961
New +$186K ﹤0.01% 518
2016
Q1 		– Sell
-8,845
Closed -$122K – 797
2015
Q4 		$122K Sell
8,845
-57,577
-87% -$877K ﹤0.01% 532
2015
Q3 		$998K Buy
66,422
+61,826
+1,345% +$1.3M 0.02% 224
2015
Q2 		$104K Buy
+4,596
New +$113K ﹤0.01% 565

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assured Investment Management's SWFT Position: Q2 2017 in Review

Assured Investment Management sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 3,126 shares — an estimated $64K sold.

Assured Investment Management first reported a position in SWFT in Q2 2015 and held it in 5 quarters. The position peaked at $998K in Q3 2015. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

  • Assured Investment Management reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
  • Assured Investment Management sold 3,126 Swift Transportation Company shares in Q2 2017, an estimated $64K.
  • Assured Investment Management first reported a position in Swift Transportation Company in Q2 2015 and held it in 5 quarters.
  • Assured Investment Management's Swift Transportation Company position peaked at $998K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on Assured Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.