CAM
SWFT

Concorde Asset Management’s Swift Transportation Company SWFT Stock Holding History

Concorde Asset Management’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
Q2 		– Sell
-9,328
Closed -$243K – 137
2015
Q1 		$243K Sell
9,328
-1,645
-15% -$45.2K 0.28% 92
2014
Q4 		$314K Buy
+10,973
New +$280K 0.39% 59

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concorde Asset Management's SWFT Position: Q2 2015 in Review

Concorde Asset Management sold out of Swift Transportation Company (SWFT) in Q2 2015, closing a stake of 9,328 shares — an estimated $243K sold.

Concorde Asset Management first reported a position in SWFT in Q4 2014 and held it in 2 quarters. The position peaked at $314K in Q4 2014. 217 funds tracked by Wall St. Rank hold SWFT as of Q2 2015.

  • Concorde Asset Management reported no remaining Swift Transportation Company position as of Q2 2015 after selling out during the quarter.
  • Concorde Asset Management sold 9,328 Swift Transportation Company shares in Q2 2015, an estimated $243K.
  • Concorde Asset Management first reported a position in Swift Transportation Company in Q4 2014 and held it in 2 quarters.
  • Concorde Asset Management's Swift Transportation Company position peaked at $314K in Q4 2014.
  • 217 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2015.

Based on Concorde Asset Management's 13F filing for Q2 2015, filed 14 Jul 2015.