JIR
SWFT

James Investment Research’s Swift Transportation Company SWFT Stock Holding History

James Investment Research’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
-5,150
Closed -$106K – 804
2017
Q1 		$106K Buy
5,150
+1,750
+51% +$39K ﹤0.01% 482
2016
Q4 		$83K Buy
+3,400
New +$79.4K ﹤0.01% 373

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

James Investment Research's SWFT Position: Q2 2017 in Review

James Investment Research sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 5,150 shares — an estimated $106K sold.

James Investment Research first reported a position in SWFT in Q4 2016 and held it in 2 quarters. The position peaked at $106K in Q1 2017. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

  • James Investment Research reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
  • James Investment Research sold 5,150 Swift Transportation Company shares in Q2 2017, an estimated $106K.
  • James Investment Research first reported a position in Swift Transportation Company in Q4 2016 and held it in 2 quarters.
  • James Investment Research's Swift Transportation Company position peaked at $106K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.