HAI
SWS

Hennessy Advisors Inc’s SWS GROUP INC SWS Stock Holding History

Hennessy Advisors Inc’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
2013
Q3 		– Sell
-114,136
Closed -$622K – 342
2013
Q2 		$622K Buy
+114,136
New +$660K 0.03% 291

Other funds holding SWS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return