BIM
SWFT

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

Bogle 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
Q1 		– Sell
-53,837
Closed -$1.31M – 453
2016
Q4 		$1.31M Sell
53,837
-71,210
-57% -$1.66M 0.09% 225
2016
Q3 		$2.68M Buy
+125,047
New +$2.38M 0.19% 144
2013
Q4 		– Sell
-120,228
Closed -$2.43M – 446
2013
Q3 		$2.43M Sell
120,228
-453,877
-79% -$8.26M 0.25% 138
2013
Q2 		$9.49M Buy
+574,105
New +$8.81M 1.16% 4

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Bogle Investment Management's SWFT Position: Q1 2017 in Review

Bogle Investment Management sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 53,837 shares — an estimated $1.31M sold.

Bogle Investment Management first reported a position in SWFT in Q2 2013 and held it in 4 quarters. The position peaked at $9.49M in Q2 2013. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Bogle Investment Management reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Bogle Investment Management sold 53,837 Swift Transportation Company shares in Q1 2017, an estimated $1.31M.
  • Bogle Investment Management first reported a position in Swift Transportation Company in Q2 2013 and held it in 4 quarters.
  • Bogle Investment Management's Swift Transportation Company position peaked at $9.49M in Q2 2013.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Bogle Investment Management's 13F filing for Q1 2017, filed 12 May 2017.