GWM
SWFT

Gupta Wealth Management’s Swift Transportation Company SWFT Stock Holding History

Gupta Wealth Management’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
-797
Closed -$11K – 1381
2015
Q4 		$11K Hold
797
– – ﹤0.01% 872
2015
Q3 		$12K Buy
797
+409
+105% +$8.61K ﹤0.01% 876
2015
Q2 		$9K Buy
388
+180
+87% +$4.43K ﹤0.01% 942
2015
Q1 		$5K Buy
+208
New +$5.71K ﹤0.01% 911

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 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 $34.9B AUM 72.7% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Gupta Wealth Management's SWFT Position: Q1 2016 in Review

Gupta Wealth Management sold out of Swift Transportation Company (SWFT) in Q1 2016, closing a stake of 797 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in SWFT in Q1 2015 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 205 funds tracked by Wall St. Rank hold SWFT as of Q1 2016.

  • Gupta Wealth Management reported no remaining Swift Transportation Company position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 797 Swift Transportation Company shares in Q1 2016, an estimated $11K.
  • Gupta Wealth Management first reported a position in Swift Transportation Company in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Swift Transportation Company position peaked at $12K in Q3 2015.
  • 205 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.