Creative Planning
SWFT

Creative Planning’s Swift Transportation Company SWFT Stock Holding History

Creative Planning’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
Q3 		– Sell
-616
Closed -$16K – 4769
2017
Q2 		$16K Buy
616
+319
+107% +$7.68K ﹤0.01% 3349
2017
Q1 		$6K Sell
297
-19,614
-99% -$437K ﹤0.01% 3929
2016
Q4 		$485K Sell
19,911
-52
-0.3% -$1.21K ﹤0.01% 939
2016
Q3 		$429K Sell
19,963
-748
-4% -$14.2K ﹤0.01% 971
2016
Q2 		$319K Sell
20,711
-1,753
-8% -$28.9K ﹤0.01% 1004
2016
Q1 		$419K Sell
22,464
-906
-4% -$14.7K ﹤0.01% 827
2015
Q4 		$323K Buy
23,370
+1,146
+5% +$17.5K ﹤0.01% 958
2015
Q3 		$334K Buy
22,224
+2,308
+12% +$48.6K ﹤0.01% 917
2015
Q2 		$451K Buy
19,916
+5
+0% +$123 ﹤0.01% 697
2015
Q1 		$518K Buy
19,911
+4,233
+27% +$116K ﹤0.01% 726
2014
Q4 		$449K Hold
15,678
– – ﹤0.01% 745
2014
Q3 		$329K Sell
15,678
-1,700
-10% -$37.3K ﹤0.01% 821
2014
Q2 		$438K Buy
17,378
+1,700
+11% +$41.2K 0.01% 692
2014
Q1 		$388K Buy
+15,678
New +$363K 0.01% 725

Other funds holding SWFT

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Creative Planning's SWFT Position: Q3 2017 in Review

Creative Planning sold out of Swift Transportation Company (SWFT) in Q3 2017, closing a stake of 616 shares — an estimated $16K sold.

Creative Planning first reported a position in SWFT in Q1 2014 and held it in 14 quarters. The position peaked at $518K in Q1 2015. 1 fund tracked by Wall St. Rank holds SWFT as of Q3 2017.

  • Creative Planning reported no remaining Swift Transportation Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 616 Swift Transportation Company shares in Q3 2017, an estimated $16K.
  • Creative Planning first reported a position in Swift Transportation Company in Q1 2014 and held it in 14 quarters.
  • Creative Planning's Swift Transportation Company position peaked at $518K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held Swift Transportation Company as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.