DADC
SFY

D.A. Davidson & Co’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

D.A. Davidson & Co’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
-16,420
Closed -$6K – 2348
2015
Q3 		$6K Sell
16,420
-10,000
-38% -$7.06K ﹤0.01% 1990
2015
Q2 		$53K Sell
26,420
-2,750
-9% -$6.78K ﹤0.01% 1408
2015
Q1 		$63K Sell
29,170
-2,650
-8% -$6.87K ﹤0.01% 1344
2014
Q4 		$128K Sell
31,820
-17,690
-36% -$106K ﹤0.01% 1025
2014
Q3 		$475K Sell
49,510
-6,599
-12% -$74.9K 0.02% 608
2014
Q2 		$728K Sell
56,109
-2,000
-3% -$22.8K 0.02% 500
2014
Q1 		$625K Buy
58,109
+3,920
+7% +$45.8K 0.02% 533
2013
Q4 		$731K Sell
54,189
-12,672
-19% -$167K 0.03% 484
2013
Q3 		$763K Buy
66,861
+12,262
+22% +$147K 0.03% 405
2013
Q2 		$654K Buy
+54,599
New +$740K 0.03% 415

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

D.A. Davidson & Co's SFY Position: Q4 2015 in Review

D.A. Davidson & Co sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 16,420 shares — an estimated $6K sold.

D.A. Davidson & Co first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $763K in Q3 2013. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • D.A. Davidson & Co reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 16,420 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $6K.
  • D.A. Davidson & Co first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • D.A. Davidson & Co's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $763K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on D.A. Davidson & Co's 13F filing for Q4 2015, filed 12 Feb 2016.