KT
SWFT

Kanaly Trust’s Swift Transportation Company SWFT Stock Holding History

Kanaly Trust’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
2015
Q3 		– Sell
-281
Closed -$6K – 951
2015
Q2 		$6K Buy
+281
New +$6.92K ﹤0.01% 632
2014
Q4 		– Sell
-162
Closed -$3K – 864
2014
Q3 		$3K Buy
+162
New +$3.56K ﹤0.01% 683

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kanaly Trust's SWFT Position: Q3 2015 in Review

Kanaly Trust sold out of Swift Transportation Company (SWFT) in Q3 2015, closing a stake of 281 shares — an estimated $6K sold.

Kanaly Trust first reported a position in SWFT in Q3 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 222 funds tracked by Wall St. Rank hold SWFT as of Q3 2015.

  • Kanaly Trust reported no remaining Swift Transportation Company position as of Q3 2015 after selling out during the quarter.
  • Kanaly Trust sold 281 Swift Transportation Company shares in Q3 2015, an estimated $6K.
  • Kanaly Trust first reported a position in Swift Transportation Company in Q3 2014 and held it in 2 quarters.
  • Kanaly Trust's Swift Transportation Company position peaked at $6K in Q2 2015.
  • 222 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2015.

Based on Kanaly Trust's 13F filing for Q3 2015, filed 19 Oct 2015.