Charles Schwab
SWS

Charles Schwab’s SWS GROUP INC SWS Stock Holding History

Charles Schwab’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-47,211
Closed -$327K – 3131
2014
Q4 		$327K Hold
47,211
– – ﹤0.01% 2806
2014
Q3 		$326K Hold
47,211
– – ﹤0.01% 2761
2014
Q2 		$344K Hold
47,211
– – ﹤0.01% 2798
2014
Q1 		$354K Hold
47,211
– – ﹤0.01% 2732
2013
Q4 		$288K Hold
47,211
– – ﹤0.01% 2829
2013
Q3 		$270K Hold
47,211
– – ﹤0.01% 2800
2013
Q2 		$263K Buy
+47,211
New +$273K ﹤0.01% 2782

Charles Schwab's SWS Position: Q1 2015 in Review

Charles Schwab sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 47,211 shares — an estimated $327K sold.

Charles Schwab first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $354K in Q1 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Charles Schwab reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Charles Schwab sold 47,211 SWS GROUP INC shares in Q1 2015, an estimated $327K.
  • Charles Schwab first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
  • Charles Schwab's SWS GROUP INC position peaked at $354K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Charles Schwab's 13F filing for Q1 2015, filed 14 May 2015.