AIA
SWFT

Avalon Investment & Advisory’s Swift Transportation Company SWFT Stock Holding History

Avalon Investment & Advisory’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
2015
Q4 		– Sell
-35,521
Closed -$534K – 290
2015
Q3 		$534K Buy
35,521
+9,701
+38% +$204K 0.02% 197
2015
Q2 		$585K Buy
25,820
+6,399
+33% +$157K 0.03% 187
2015
Q1 		$505K Buy
+19,421
New +$534K 0.02% 173

Other funds holding SWFT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Avalon Investment & Advisory's SWFT Position: Q4 2015 in Review

Avalon Investment & Advisory sold out of Swift Transportation Company (SWFT) in Q4 2015, closing a stake of 35,521 shares — an estimated $534K sold.

Avalon Investment & Advisory first reported a position in SWFT in Q1 2015 and held it in 3 quarters. The position peaked at $585K in Q2 2015. 206 funds tracked by Wall St. Rank hold SWFT as of Q4 2015.

  • Avalon Investment & Advisory reported no remaining Swift Transportation Company position as of Q4 2015 after selling out during the quarter.
  • Avalon Investment & Advisory sold 35,521 Swift Transportation Company shares in Q4 2015, an estimated $534K.
  • Avalon Investment & Advisory first reported a position in Swift Transportation Company in Q1 2015 and held it in 3 quarters.
  • Avalon Investment & Advisory's Swift Transportation Company position peaked at $585K in Q2 2015.
  • 206 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2015.

Based on Avalon Investment & Advisory's 13F filing for Q4 2015, filed 16 Feb 2016.