Envestnet Asset Management
SFY

Envestnet Asset Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Envestnet Asset Management’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
2013
Q3 		– Sell
-40
Closed – – 2551
2013
Q2 		$0 Buy
+40
New +$542 ﹤0.01% 2360

Other funds holding SFY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management's SFY Position: Q3 2013 in Review

Envestnet Asset Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2013, closing a stake of 40 shares.

Envestnet Asset Management first reported a position in SFY in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 159 funds tracked by Wall St. Rank hold SFY as of Q3 2013.

  • Envestnet Asset Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 40 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2013.
  • Envestnet Asset Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 1 quarter.
  • Envestnet Asset Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $0 in Q2 2013.
  • 159 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2013.

Based on Envestnet Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.