Creative Planning
SFY

Creative Planning’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Creative Planning’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,250
Closed -$1K – 4792
2015
Q3 		$1K Buy
+3,250
New +$2.29K ﹤0.01% 4246
2015
Q2 		– Sell
-9,142
Closed -$20K – 3963
2015
Q1 		$20K Buy
9,142
+6,432
+237% +$16.7K ﹤0.01% 2738
2014
Q4 		$11K Buy
2,710
+400
+17% +$2.39K ﹤0.01% 3095
2014
Q3 		$22K Sell
2,310
-1,400
-38% -$15.9K ﹤0.01% 2500
2014
Q2 		$48K Buy
3,710
+1,500
+68% +$17.1K ﹤0.01% 1910
2014
Q1 		$24K Hold
2,210
– – ﹤0.01% 2271
2013
Q4 		$30K Sell
2,210
-4,500
-67% -$59.3K ﹤0.01% 1959
2013
Q3 		$77K Buy
6,710
+5,500
+455% +$65.9K ﹤0.01% 1280
2013
Q2 		$15K Buy
+1,210
New +$16.4K ﹤0.01% 2102

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

Creative Planning's SFY Position: Q4 2015 in Review

Creative Planning sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 3,250 shares — an estimated $1K sold.

Creative Planning first reported a position in SFY in Q2 2013 and held it in 9 quarters. The position peaked at $77K in Q3 2013. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Creative Planning reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 3,250 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $1K.
  • Creative Planning first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 9 quarters.
  • Creative Planning's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $77K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.