HFS
SFY

HL Financial Services’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

HL Financial Services’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
2014
Q3 		– Sell
-20,555
Closed -$267K – 716
2014
Q2 		$267K Hold
20,555
– – 0.01% 587
2014
Q1 		$221K Sell
20,555
-1,245
-6% -$14.5K 0.01% 604
2013
Q4 		$294K Sell
21,800
-7,770
-26% -$102K 0.01% 513
2013
Q3 		$338K Hold
29,570
– – 0.01% 438
2013
Q2 		$355K Buy
+29,570
New +$401K 0.01% 400

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 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
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

HL Financial Services's SFY Position: Q3 2014 in Review

HL Financial Services sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2014, closing a stake of 20,555 shares — an estimated $267K sold.

HL Financial Services first reported a position in SFY in Q2 2013 and held it in 5 quarters. The position peaked at $355K in Q2 2013. 149 funds tracked by Wall St. Rank hold SFY as of Q3 2014.

  • HL Financial Services reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2014 after selling out during the quarter.
  • HL Financial Services sold 20,555 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2014, an estimated $267K.
  • HL Financial Services first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 5 quarters.
  • HL Financial Services's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $355K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2014.

Based on HL Financial Services's 13F filing for Q3 2014, filed 27 Oct 2014.