EWM
SFY

Evercore Wealth Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-200
Closed – – 1111
2015
Q3 		$0 Hold
200
– – ﹤0.01% 1104
2015
Q2 		$0 Hold
200
– – ﹤0.01% 1122
2015
Q1 		$0 Hold
200
– – ﹤0.01% 1070
2014
Q4 		$0 Hold
200
– – ﹤0.01% 1036
2014
Q3 		$2K Hold
200
– – ﹤0.01% 920
2014
Q2 		$2K Hold
200
– – ﹤0.01% 985
2014
Q1 		$2K Hold
200
– – ﹤0.01% 893
2013
Q4 		$2K Hold
200
– – ﹤0.01% 829
2013
Q3 		$2K Hold
200
– – ﹤0.01% 976
2013
Q2 		$2K Buy
+200
New +$2.71K ﹤0.01% 783

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

Evercore Wealth Management's SFY Position: Q4 2015 in Review

Evercore Wealth Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 200 shares.

Evercore Wealth Management first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Evercore Wealth Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 200 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015.
  • Evercore Wealth Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $2K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.