Boston Private Bank & Trust’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Boston Private Bank & Trust’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	$2K	Hold	825	–	–	﹤0.01%	989
2014 Q4	$3K	Hold	825	–	–	﹤0.01%	1024
2014 Q3	$8K	Hold	825	–	–	﹤0.01%	902
2014 Q2	$11K	Hold	825	–	–	﹤0.01%	815
2014 Q1	$9K	Buy	825 +675	+450%	+$7.88K	﹤0.01%	872
2013 Q4	$2K	Hold	150	–	–	﹤0.01%	1019
2013 Q3	$2K	Hold	150	–	–	﹤0.01%	948
2013 Q2	$2K	Buy	+150	New	+$2.03K	﹤0.01%	919

Other funds holding SFY

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 18.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Private Bank & Trust's SFY Position: Q1 2015 in Review

Boston Private Bank & Trust held its SWIFT ENERGY CO (HOLDING COMPANY) (SFY) position steady in Q1 2015 at 825 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Boston Private Bank & Trust first reported a position in SFY in Q2 2013 and has held it in 8 quarters since. The position peaked at $11K in Q2 2014. 122 funds tracked by Wall St. Rank hold SFY as of Q1 2015.

Boston Private Bank & Trust held 825 shares of SWIFT ENERGY CO (HOLDING COMPANY) worth $2K as of Q1 2015.
Boston Private Bank & Trust left its SWIFT ENERGY CO (HOLDING COMPANY) share count unchanged in Q1 2015.
SWIFT ENERGY CO (HOLDING COMPANY) made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #989 holding.
Boston Private Bank & Trust first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $11K in Q2 2014.
122 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.