JMPWA
SWFT

JP Morgan Private Wealth Advisors’s Swift Transportation Company SWFT Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-12,443
Closed -$330K – 1315
2017
Q2 		$330K Sell
12,443
-3,786
-23% -$91.2K ﹤0.01% 978
2017
Q1 		$334K Sell
16,229
-1,106
-6% -$24.6K ﹤0.01% 1025
2016
Q4 		$422K Sell
17,335
-7,816
-31% -$182K ﹤0.01% 867
2016
Q3 		$540K Buy
25,151
+2,488
+11% +$47.3K 0.01% 768
2016
Q2 		$349K Buy
22,663
+52
+0.2% +$857 ﹤0.01% 912
2016
Q1 		$421K Buy
+22,611
New +$366K ﹤0.01% 802

Other funds holding SWFT

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SWFT Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Swift Transportation Company (SWFT) in Q3 2017, closing a stake of 12,443 shares — an estimated $330K sold.

JP Morgan Private Wealth Advisors first reported a position in SWFT in Q1 2016 and held it in 6 quarters. The position peaked at $540K in Q3 2016. 1 fund tracked by Wall St. Rank holds SWFT as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Swift Transportation Company position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,443 Swift Transportation Company shares in Q3 2017, an estimated $330K.
  • JP Morgan Private Wealth Advisors first reported a position in Swift Transportation Company in Q1 2016 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Swift Transportation Company position peaked at $540K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Swift Transportation Company as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.