BA
SWFT

Broadview Advisors’s Swift Transportation Company SWFT Stock Holding History

Broadview Advisors’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
2014
Q4 		– Sell
-173,850
Closed -$3.65M – 106
2014
Q3 		$3.65M Sell
173,850
-146,200
-46% -$3.21M 0.4% 66
2014
Q2 		$8.07M Sell
320,050
-100
-0% -$2.43K 0.79% 60
2014
Q1 		$7.92M Buy
+320,150
New +$7.42M 0.79% 65
2013
Q4 		– Sell
-134,250
Closed -$2.71M – 114
2013
Q3 		$2.71M Hold
134,250
– – 0.31% 75
2013
Q2 		$2.22M Buy
+134,250
New +$2.06M 0.31% 76

Other funds holding SWFT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadview Advisors's SWFT Position: Q4 2014 in Review

Broadview Advisors sold out of Swift Transportation Company (SWFT) in Q4 2014, closing a stake of 173,850 shares — an estimated $3.65M sold.

Broadview Advisors first reported a position in SWFT in Q2 2013 and held it in 5 quarters. The position peaked at $8.07M in Q2 2014. 227 funds tracked by Wall St. Rank hold SWFT as of Q4 2014.

  • Broadview Advisors reported no remaining Swift Transportation Company position as of Q4 2014 after selling out during the quarter.
  • Broadview Advisors sold 173,850 Swift Transportation Company shares in Q4 2014, an estimated $3.65M.
  • Broadview Advisors first reported a position in Swift Transportation Company in Q2 2013 and held it in 5 quarters.
  • Broadview Advisors's Swift Transportation Company position peaked at $8.07M in Q2 2014.
  • 227 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2014.

Based on Broadview Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.