Capital Impact Advisors’s Swift Transportation Company SWFT Stock Holding History

Capital Impact 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
2017 Q1	–	Sell	-55,352	Closed	-$1.35M	–	257
2016 Q4	$1.35M	Hold	55,352	–	–	0.56%	40
2016 Q3	$1.19M	Hold	55,352	–	–	0.51%	63
2016 Q2	$853K	Hold	55,352	–	–	0.4%	138
2016 Q1	$1.03M	Hold	55,352	–	–	0.49%	48
2015 Q4	$765K	Buy	55,352 +34,272	+163%	+$522K	0.37%	120
2015 Q3	$317K	Hold	21,080	–	–	0.16%	208
2015 Q2	$478K	Hold	21,080	–	–	0.22%	194
2015 Q1	$549K	Sell	21,080 -14,430	-41%	-$396K	0.25%	185
2014 Q4	$1.02M	Hold	35,510	–	–	0.48%	71
2014 Q3	$745	Hold	35,510	–	–	﹤0.01%	76
2014 Q2	$896K	Buy	+35,510	New	+$861K	0.68%	70

Other funds holding SWFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Capital Impact Advisors's SWFT Position: Q1 2017 in Review

Capital Impact Advisors sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 55,352 shares — an estimated $1.35M sold.

Capital Impact Advisors first reported a position in SWFT in Q2 2014 and held it in 11 quarters. The position peaked at $1.35M in Q4 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

Capital Impact Advisors reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
Capital Impact Advisors sold 55,352 Swift Transportation Company shares in Q1 2017, an estimated $1.35M.
Capital Impact Advisors first reported a position in Swift Transportation Company in Q2 2014 and held it in 11 quarters.
Capital Impact Advisors's Swift Transportation Company position peaked at $1.35M in Q4 2016.
229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.