KWM
SWFT

Kingsview Wealth Management’s Swift Transportation Company SWFT Stock Holding History

Kingsview Wealth Management’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
-19,430
Closed -$515K – 433
2017
Q2 		$515K Buy
19,430
+938
+5% +$22.6K 0.27% 120
2017
Q1 		$380K Buy
+18,492
New +$412K 0.23% 136

Other funds holding SWFT

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

Kingsview Wealth Management's SWFT Position: Q3 2017 in Review

Kingsview Wealth Management sold out of Swift Transportation Company (SWFT) in Q3 2017, closing a stake of 19,430 shares — an estimated $515K sold.

Kingsview Wealth Management first reported a position in SWFT in Q1 2017 and held it in 2 quarters. The position peaked at $515K in Q2 2017. 1 fund tracked by Wall St. Rank holds SWFT as of Q3 2017.

  • Kingsview Wealth Management reported no remaining Swift Transportation Company position as of Q3 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,430 Swift Transportation Company shares in Q3 2017, an estimated $515K.
  • Kingsview Wealth Management first reported a position in Swift Transportation Company in Q1 2017 and held it in 2 quarters.
  • Kingsview Wealth Management's Swift Transportation Company position peaked at $515K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Swift Transportation Company as of Q3 2017.

Based on Kingsview Wealth Management's 13F filing for Q3 2017, filed 29 Jan 2020.