Dimensional Fund Advisors’s SWS GROUP INC SWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-723,405
Closed -$5M 3524
2014
Q4
$5M Sell
723,405
-33,908
-4% -$239K ﹤0.01% 2564
2014
Q3
$5.22M Sell
757,313
-8,334
-1% -$60.3K ﹤0.01% 2536
2014
Q2
$5.57M Sell
765,647
-19,324
-2% -$143K ﹤0.01% 2522
2014
Q1
$5.87M Buy
784,971
+10,061
+1% +$77.2K ﹤0.01% 2489
2013
Q4
$4.71M Sell
774,910
-400
-0.1% -$2.35K ﹤0.01% 2582
2013
Q3
$4.33M Sell
775,310
-2,700
-0.3% -$15.6K ﹤0.01% 2606
2013
Q2
$4.24M Buy
+778,010
New +$4.5M ﹤0.01% 2555

Dimensional Fund Advisors's SWS Position: Q1 2015 in Review

Dimensional Fund Advisors sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 723,405 shares — an estimated $5M sold.

Dimensional Fund Advisors first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $5.87M in Q1 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Dimensional Fund Advisors reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 723,405 SWS GROUP INC shares in Q1 2015, an estimated $5M.
  • Dimensional Fund Advisors first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
  • Dimensional Fund Advisors's SWS GROUP INC position peaked at $5.87M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Dimensional Fund Advisors's 13F filing for Q1 2015, filed 14 May 2015.