KFS
SFY

KMS Financial Services’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

KMS Financial Services’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
2014
Q3 		$193K Buy
20,105
+4,815
+31% +$54.7K 0.03% 488
2014
Q2 		$198K Sell
15,290
-2,500
-14% -$28.5K 0.03% 503
2014
Q1 		$191K Buy
+17,790
New +$208K 0.03% 481

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KMS Financial Services's SFY Position: Q3 2014 in Review

KMS Financial Services increased its SWIFT ENERGY CO (HOLDING COMPANY) (SFY) stake by 31% in Q3 2014, buying an estimated $54.7K and bringing the position to 20,105 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #488.

KMS Financial Services first reported a position in SFY in Q1 2014 and has held it in 3 quarters since. The position peaked at $198K in Q2 2014. 149 funds tracked by Wall St. Rank hold SFY as of Q3 2014.

  • KMS Financial Services held 20,105 shares of SWIFT ENERGY CO (HOLDING COMPANY) worth $193K as of Q3 2014.
  • KMS Financial Services bought 4,815 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2014, an estimated $54.7K.
  • SWIFT ENERGY CO (HOLDING COMPANY) made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #488 holding.
  • KMS Financial Services first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $198K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.