KLI
SWFT

Kelman-Lazarov Inc’s Swift Transportation Company SWFT Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-2,000
Closed -$48.7K – 296
2016
Q4 		$48.7K Hold
2,000
– – 0.03% 163
2016
Q3 		$42.3K Hold
2,000
– – 0.02% 191
2016
Q2 		$31.5K Hold
2,000
– – 0.02% 201
2016
Q1 		$36K Buy
+2,000
New +$32.4K 0.02% 206

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Kelman-Lazarov Inc's SWFT Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 2,000 shares — an estimated $48.7K sold.

Kelman-Lazarov Inc first reported a position in SWFT in Q1 2016 and held it in 4 quarters. The position peaked at $48.7K in Q4 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,000 Swift Transportation Company shares in Q1 2017, an estimated $48.7K.
  • Kelman-Lazarov Inc first reported a position in Swift Transportation Company in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Swift Transportation Company position peaked at $48.7K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.