IAA
SWFT

Independent Advisor Alliance’s Swift Transportation Company SWFT Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-11,717
Closed -$240K – 444
2017
Q1 		$240K Buy
11,717
+8
+0.1% +$178 0.04% 344
2016
Q4 		$273K Buy
+11,709
New +$273K 0.12% 144

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's SWFT Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 11,717 shares — an estimated $240K sold.

Independent Advisor Alliance first reported a position in SWFT in Q4 2016 and held it in 2 quarters. The position peaked at $273K in Q4 2016. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,717 Swift Transportation Company shares in Q2 2017, an estimated $240K.
  • Independent Advisor Alliance first reported a position in Swift Transportation Company in Q4 2016 and held it in 2 quarters.
  • Independent Advisor Alliance's Swift Transportation Company position peaked at $273K in Q4 2016.
  • 196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.