IMS
SFY

Index Management Solutions’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-31,258
Closed -$300K – 1132
2014
Q3 		$300K Buy
31,258
+6,605
+27% +$75K 0.03% 455
2014
Q2 		$320K Buy
24,653
+16,968
+221% +$193K 0.04% 412
2014
Q1 		$83K Buy
+7,685
New +$89.7K 0.01% 534

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 18.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Index Management Solutions's SFY Position: Q4 2014 in Review

Index Management Solutions sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2014, closing a stake of 31,258 shares — an estimated $300K sold.

Index Management Solutions first reported a position in SFY in Q1 2014 and held it in 3 quarters. The position peaked at $320K in Q2 2014. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

  • Index Management Solutions reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 31,258 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2014, an estimated $300K.
  • Index Management Solutions first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $320K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.