Envestnet Asset Management’s Swift Transportation Company SWFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-71,153
| Closed | -$1.89M | – | 3181 |
|
|
2017
Q2 | $1.89M | Sell |
71,153
-3,302
| -4% | -$79.5K | 0.01% | 949 |
|
|
2017
Q1 | $1.53M | Sell |
74,455
-2
| -0% | -$45 | ﹤0.01% | 1046 |
|
|
2016
Q4 | $1.81M | Buy |
74,457
+45,873
| +160% | +$1.07M | 0.01% | 964 |
|
|
2016
Q3 | $614K | Sell |
28,584
-48,572
| -63% | -$923K | ﹤0.01% | 1458 |
|
|
2016
Q2 | $1.19M | Buy |
77,156
+2,713
| +4% | +$44.7K | ﹤0.01% | 1262 |
|
|
2016
Q1 | $1.39M | Sell |
74,443
-3,609
| -5% | -$58.5K | 0.01% | 1156 |
|
|
2015
Q4 | $1.08M | Sell |
78,052
-144
| -0.2% | -$2.19K | ﹤0.01% | 1246 |
|
|
2015
Q3 | $1.18M | Buy |
78,196
+13,844
| +22% | +$291K | 0.01% | 1209 |
|
|
2015
Q2 | $1.46M | Buy |
64,352
+36,625
| +132% | +$901K | 0.01% | 1222 |
|
|
2015
Q1 | $721K | Buy |
+27,727
| New | +$762K | ﹤0.01% | 1421 |
|
|
2014
Q4 | – | Sell |
-36
| Closed | -$1K | – | 2966 |
|
|
2014
Q3 | $1K | Sell |
36
-462
| -93% | -$10.1K | ﹤0.01% | 2732 |
|
|
2014
Q2 | $13K | Buy |
498
+36
| +8% | +$873 | ﹤0.01% | 1944 |
|
|
2014
Q1 | $11K | Buy |
462
+13
| +3% | +$301 | ﹤0.01% | 1875 |
|
|
2013
Q4 | $10K | Hold |
449
| – | – | ﹤0.01% | 1777 |
|
|
2013
Q3 | $9K | Buy |
449
+65
| +17% | +$1.18K | ﹤0.01% | 1778 |
|
|
2013
Q2 | $6K | Buy |
+384
| New | +$5.89K | ﹤0.01% | 1863 |
|
Other funds holding SWFT
Envestnet Asset Management's SWFT Position: Q3 2017 in Review
Envestnet Asset Management sold out of Swift Transportation Company (SWFT) in Q3 2017, closing a stake of 71,153 shares — an estimated $1.89M sold.
Envestnet Asset Management first reported a position in SWFT in Q2 2013 and held it in 16 quarters. The position peaked at $1.89M in Q2 2017. 1 fund tracked by Wall St. Rank holds SWFT as of Q3 2017.
- Envestnet Asset Management reported no remaining Swift Transportation Company position as of Q3 2017 after selling out during the quarter.
- Envestnet Asset Management sold 71,153 Swift Transportation Company shares in Q3 2017, an estimated $1.89M.
- Envestnet Asset Management first reported a position in Swift Transportation Company in Q2 2013 and held it in 16 quarters.
- Envestnet Asset Management's Swift Transportation Company position peaked at $1.89M in Q2 2017.
- 1 fund tracked by Wall St. Rank held Swift Transportation Company as of Q3 2017.
Based on Envestnet Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.