Commonwealth Equity Services
SWFT

Commonwealth Equity Services’s Swift Transportation Company SWFT Stock Holding History

Commonwealth Equity Services’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
2015
Q4 		– Sell
-12,578
Closed -$189K – 2306
2015
Q3 		$189K Buy
12,578
+2,000
+19% +$42.1K ﹤0.01% 1856
2015
Q2 		$240K Buy
10,578
+988
+10% +$24.3K ﹤0.01% 1799
2015
Q1 		$250K Buy
9,590
+1,505
+19% +$41.3K ﹤0.01% 1754
2014
Q4 		$231K Sell
8,085
-13,700
-63% -$350K ﹤0.01% 1740
2014
Q3 		$457K Buy
+21,785
New +$478K 0.01% 1301

Other funds holding SWFT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Commonwealth Equity Services's SWFT Position: Q4 2015 in Review

Commonwealth Equity Services sold out of Swift Transportation Company (SWFT) in Q4 2015, closing a stake of 12,578 shares — an estimated $189K sold.

Commonwealth Equity Services first reported a position in SWFT in Q3 2014 and held it in 5 quarters. The position peaked at $457K in Q3 2014. 206 funds tracked by Wall St. Rank hold SWFT as of Q4 2015.

  • Commonwealth Equity Services reported no remaining Swift Transportation Company position as of Q4 2015 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,578 Swift Transportation Company shares in Q4 2015, an estimated $189K.
  • Commonwealth Equity Services first reported a position in Swift Transportation Company in Q3 2014 and held it in 5 quarters.
  • Commonwealth Equity Services's Swift Transportation Company position peaked at $457K in Q3 2014.
  • 206 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2015.

Based on Commonwealth Equity Services's 13F filing for Q4 2015, filed 19 Jan 2016.