BRWA
SFY

B. Riley Wealth Advisors’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,000
Closed -$4 – 2581
2014
Q4 		$4 Buy
+1,000
New +$5.98K ﹤0.01% 3267
2014
Q2 		– Sell
-4,750
Closed -$51K – 2477
2014
Q1 		$51K Sell
4,750
-3,750
-44% -$43.8K 0.02% 728
2013
Q4 		$115K Sell
8,500
-6,200
-42% -$81.8K 0.04% 518
2013
Q3 		$168K Hold
14,700
– – 0.06% 393
2013
Q2 		$176K Buy
+14,700
New +$199K 0.06% 383

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBCP
Vollero Beach Capital Partners New York $255M AUM 50.09% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Advisors's SFY Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2015, closing a stake of 1,000 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in SFY in Q2 2013 and held it in 5 quarters. The position peaked at $176K in Q2 2013. 122 funds tracked by Wall St. Rank hold SFY as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,000 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $176K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.