HRIA
SFY

Haberer Registered Investment Advisor’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Haberer Registered Investment Advisor’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 		$22K Buy
10,000
+3,500
+54% +$9.07K 0.01% 190
2014
Q4 		$26K Buy
+6,500
New +$38.9K 0.02% 178
2014
Q3 		– Sell
-1,800
Closed -$23K – 431
2014
Q2 		$23K Hold
1,800
– – 0.01% 218
2014
Q1 		$19K Buy
1,800
+800
+80% +$9.34K 0.01% 225
2013
Q4 		$14K Buy
+1,000
New +$13.2K 0.01% 243

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 18.14% 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 $344B AUM 42.99% 1-Year Est. Return

Haberer Registered Investment Advisor's SFY Position: Q1 2015 in Review

Haberer Registered Investment Advisor increased its SWIFT ENERGY CO (HOLDING COMPANY) (SFY) stake by 54% in Q1 2015, buying an estimated $9.07K and bringing the position to 10,000 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #190.

Haberer Registered Investment Advisor first reported a position in SFY in Q4 2013 and has held it in 5 quarters since. The position peaked at $26K in Q4 2014. 122 funds tracked by Wall St. Rank hold SFY as of Q1 2015.

  • Haberer Registered Investment Advisor held 10,000 shares of SWIFT ENERGY CO (HOLDING COMPANY) worth $22K as of Q1 2015.
  • Haberer Registered Investment Advisor bought 3,500 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2015, an estimated $9.07K.
  • SWIFT ENERGY CO (HOLDING COMPANY) made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #190 holding.
  • Haberer Registered Investment Advisor first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and has held it in 5 quarters since.
  • Haberer Registered Investment Advisor's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $26K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.