Jones Financial Companies
SFY

Jones Financial Companies’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Jones Financial Companies’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
2013
Q3 		– Sell
-807
Closed -$10K – 889
2013
Q2 		$10K Buy
+807
New +$10.9K ﹤0.01% 598

Other funds holding SFY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Jones Financial Companies's SFY Position: Q3 2013 in Review

Jones Financial Companies sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2013, closing a stake of 807 shares — an estimated $10K sold.

Jones Financial Companies first reported a position in SFY in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 159 funds tracked by Wall St. Rank hold SFY as of Q3 2013.

  • Jones Financial Companies reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 807 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2013, an estimated $10K.
  • Jones Financial Companies first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $10K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.