JP Morgan Chase
SFY

JP Morgan Chase’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

JP Morgan Chase’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
2015
Q4 		– Sell
-58,055
Closed -$22K – 4939
2015
Q3 		$22K Buy
58,055
+1,520
+3% +$1.07K ﹤0.01% 3832
2015
Q2 		$115K Sell
56,535
-37,172
-40% -$91.7K ﹤0.01% 3877
2015
Q1 		$202K Sell
93,707
-228,618
-71% -$593K ﹤0.01% 3824
2014
Q4 		$1.31M Buy
+322,325
New +$1.93M ﹤0.01% 3211
2013
Q4 		– Sell
-90,337
Closed -$1.03M – 4402
2013
Q3 		$1.03M Sell
90,337
-27,690
-23% -$332K ﹤0.01% 3245
2013
Q2 		$1.42M Buy
+118,027
New +$1.6M ﹤0.01% 3038

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

JP Morgan Chase's SFY Position: Q4 2015 in Review

JP Morgan Chase sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 58,055 shares — an estimated $22K sold.

JP Morgan Chase first reported a position in SFY in Q2 2013 and held it in 6 quarters. The position peaked at $1.42M in Q2 2013. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • JP Morgan Chase reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Chase sold 58,055 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $22K.
  • JP Morgan Chase first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 6 quarters.
  • JP Morgan Chase's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $1.42M in Q2 2013.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on JP Morgan Chase's 13F filing for Q4 2015, filed 12 Feb 2016.