First City Capital Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

First City Capital 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
2014 Q4	–	Sell	-26	Closed	-$250	–	660
2014 Q3	$250	Hold	26	–	–	﹤0.01%	606
2014 Q2	$337	Hold	26	–	–	﹤0.01%	622
2014 Q1	$280	Buy	+26	New	+$304	﹤0.01%	614

Other funds holding SFY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

First City Capital Management's SFY Position: Q4 2014 in Review

First City Capital Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2014, closing a stake of 26 shares — an estimated $250 sold.

First City Capital Management first reported a position in SFY in Q1 2014 and held it in 3 quarters. The position peaked at $337 in Q2 2014. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

First City Capital Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2014 after selling out during the quarter.
First City Capital Management sold 26 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2014, an estimated $250.
First City Capital Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2014 and held it in 3 quarters.
First City Capital Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $337 in Q2 2014.
143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on First City Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.