GPGA
SWFT

Grandeur Peak Global Advisors’s Swift Transportation Company SWFT Stock Holding History

Grandeur Peak Global Advisors’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
2016
Q1 		– Sell
-30,575
Closed -$423K – 125
2015
Q4 		$423K Hold
30,575
– – 0.09% 103
2015
Q3 		$459K Hold
30,575
– – 0.1% 94
2015
Q2 		$693K Buy
30,575
+11,150
+57% +$274K 0.14% 91
2015
Q1 		$505K Buy
19,425
+13,775
+244% +$378K 0.11% 90
2014
Q4 		$162K Buy
+5,650
New +$144K 0.04% 103

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Grandeur Peak Global Advisors's SWFT Position: Q1 2016 in Review

Grandeur Peak Global Advisors sold out of Swift Transportation Company (SWFT) in Q1 2016, closing a stake of 30,575 shares — an estimated $423K sold.

Grandeur Peak Global Advisors first reported a position in SWFT in Q4 2014 and held it in 5 quarters. The position peaked at $693K in Q2 2015. 205 funds tracked by Wall St. Rank hold SWFT as of Q1 2016.

  • Grandeur Peak Global Advisors reported no remaining Swift Transportation Company position as of Q1 2016 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 30,575 Swift Transportation Company shares in Q1 2016, an estimated $423K.
  • Grandeur Peak Global Advisors first reported a position in Swift Transportation Company in Q4 2014 and held it in 5 quarters.
  • Grandeur Peak Global Advisors's Swift Transportation Company position peaked at $693K in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2016.

Based on Grandeur Peak Global Advisors's 13F filing for Q1 2016, filed 13 May 2016.