HA
SWS

Havens Advisors’s SWS GROUP INC SWS Stock Holding History

Havens Advisors’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
-199,701
Closed -$1.38M – 57
2014
Q4 		$1.38M Sell
199,701
-247,799
-55% -$1.74M 0.86% 35
2014
Q3 		$3.08M Sell
447,500
-131,100
-23% -$949K 1.71% 21
2014
Q2 		$4.21M Buy
578,600
+8,600
+2% +$63.7K 3.05% 11
2014
Q1 		$4.22M Buy
+570,000
New +$4.37M 4.31% 8

Havens Advisors's SWS Position: Q1 2015 in Review

Havens Advisors sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 199,701 shares — an estimated $1.38M sold.

Havens Advisors first reported a position in SWS in Q1 2014 and held it in 4 quarters. The position peaked at $4.22M in Q1 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Havens Advisors reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Havens Advisors sold 199,701 SWS GROUP INC shares in Q1 2015, an estimated $1.38M.
  • Havens Advisors first reported a position in SWS GROUP INC in Q1 2014 and held it in 4 quarters.
  • Havens Advisors's SWS GROUP INC position peaked at $4.22M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Havens Advisors's 13F filing for Q1 2015, filed 5 May 2015.