Bank of Montreal
SFY

Bank of Montreal’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-112
Closed – – 4623
2015
Q3 		$0 Hold
112
– – ﹤0.01% 4329
2015
Q2 		$0 Sell
112
-286
-72% -$705 ﹤0.01% 4290
2015
Q1 		$0 Sell
398
-56
-12% -$145 ﹤0.01% 4364
2014
Q4 		$2K Sell
454
-10,325
-96% -$61.7K ﹤0.01% 3878
2014
Q3 		$103K Sell
10,779
-1,356
-11% -$15.4K ﹤0.01% 2813
2014
Q2 		$157K Buy
12,135
+3,551
+41% +$40.5K ﹤0.01% 2616
2014
Q1 		$93K Sell
8,584
-4,016
-32% -$46.9K ﹤0.01% 2837
2013
Q4 		$170K Buy
12,600
+2,772
+28% +$36.6K ﹤0.01% 2307
2013
Q3 		$112K Sell
9,828
-1,668
-15% -$20K ﹤0.01% 2462
2013
Q2 		$138K Buy
+11,496
New +$156K ﹤0.01% 2318

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Bank of Montreal's SFY Position: Q4 2015 in Review

Bank of Montreal sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 112 shares.

Bank of Montreal first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $170K in Q4 2013. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Bank of Montreal reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Bank of Montreal sold 112 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015.
  • Bank of Montreal first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • Bank of Montreal's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $170K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Bank of Montreal's 13F filing for Q4 2015, filed 9 Feb 2016.