GVT
SWFT

Genesee Valley Trust’s Swift Transportation Company SWFT Stock Holding History

Genesee Valley Trust’s Portfolio SWFT Stock Details SWFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,718
Closed -$315K – 359
2014
Q1 		$315K Buy
12,718
+1,745
+16% +$40.4K 0.2% 159
2013
Q4 		$244K Sell
10,973
-2,059
-16% -$44.9K 0.16% 231
2013
Q3 		$263K Buy
+13,032
New +$237K 0.19% 199

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Genesee Valley Trust's SWFT Position: Q2 2014 in Review

Genesee Valley Trust sold out of Swift Transportation Company (SWFT) in Q2 2014, closing a stake of 12,718 shares — an estimated $315K sold.

Genesee Valley Trust first reported a position in SWFT in Q3 2013 and held it in 3 quarters. The position peaked at $315K in Q1 2014. 210 funds tracked by Wall St. Rank hold SWFT as of Q2 2014.

  • Genesee Valley Trust reported no remaining Swift Transportation Company position as of Q2 2014 after selling out during the quarter.
  • Genesee Valley Trust sold 12,718 Swift Transportation Company shares in Q2 2014, an estimated $315K.
  • Genesee Valley Trust first reported a position in Swift Transportation Company in Q3 2013 and held it in 3 quarters.
  • Genesee Valley Trust's Swift Transportation Company position peaked at $315K in Q1 2014.
  • 210 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2014.

Based on Genesee Valley Trust's 13F filing for Q2 2014, filed 31 Jul 2014.