Franklin Resources
SFY

Franklin Resources’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Franklin Resources’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
Q1 		– Sell
-3,584,040
Closed -$14.5M – 1646
2014
Q4 		$14.5M Sell
3,584,040
-397,540
-10% -$2.38M 0.01% 979
2014
Q3 		$38.2M Sell
3,981,580
-314,070
-7% -$3.57M 0.02% 683
2014
Q2 		$55.8M Hold
4,295,650
– – 0.02% 564
2014
Q1 		$46.2M Hold
4,295,650
– – 0.02% 605
2013
Q4 		$58M Hold
4,295,650
– – 0.03% 515
2013
Q3 		$49.1M Buy
4,295,650
+117,030
+3% +$1.4M 0.03% 541
2013
Q2 		$50.1M Buy
+4,178,620
New +$56.6M 0.03% 516

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBCP
Vollero Beach Capital Partners New York $255M AUM 50.09% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return