FIM
SWS

Freedom Investment Management’s SWS GROUP INC SWS Stock Holding History

Freedom Investment Management’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-92,909
Closed -$642K – 689
2014
Q4 		$642K Sell
92,909
-24,522
-21% -$173K 0.08% 223
2014
Q3 		$809K Buy
117,431
+24,287
+26% +$176K 0.14% 123
2014
Q2 		$678K Buy
93,144
+21,317
+30% +$158K 0.11% 158
2014
Q1 		$537K Buy
71,827
+8,619
+14% +$66.1K 0.11% 171
2013
Q4 		$384K Buy
63,208
+2,407
+4% +$14.2K 0.1% 215
2013
Q3 		$339K Buy
60,801
+18,060
+42% +$104K 0.1% 188
2013
Q2 		$233K Buy
+42,741
New +$247K 0.08% 241

Freedom Investment Management's SWS Position: Q1 2015 in Review

Freedom Investment Management sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 92,909 shares — an estimated $642K sold.

Freedom Investment Management first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $809K in Q3 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Freedom Investment Management reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Freedom Investment Management sold 92,909 SWS GROUP INC shares in Q1 2015, an estimated $642K.
  • Freedom Investment Management first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
  • Freedom Investment Management's SWS GROUP INC position peaked at $809K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Freedom Investment Management's 13F filing for Q1 2015, filed 14 May 2015.