LSA
SWFT

L & S Advisors’s Swift Transportation Company SWFT Stock Holding History

L & S 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
Q1 		– Sell
-119,079
Closed -$2.9M – 283
2016
Q4 		$2.9M Buy
+119,079
New +$2.78M 0.66% 63
2014
Q2 		– Sell
-84,150
Closed -$2.08M – 104
2014
Q1 		$2.08M Sell
84,150
-78,955
-48% -$1.83M 1.11% 26
2013
Q4 		$3.62M Buy
+163,105
New +$3.55M 1.31% 42
2013
Q3 		– Sell
-21,393
Closed -$354K – 104
2013
Q2 		$354K Buy
+21,393
New +$328K 0.17% 58

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

L & S Advisors's SWFT Position: Q1 2017 in Review

L & S Advisors sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 119,079 shares — an estimated $2.9M sold.

L & S Advisors first reported a position in SWFT in Q2 2013 and held it in 4 quarters. The position peaked at $3.62M in Q4 2013. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • L & S Advisors reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • L & S Advisors sold 119,079 Swift Transportation Company shares in Q1 2017, an estimated $2.9M.
  • L & S Advisors first reported a position in Swift Transportation Company in Q2 2013 and held it in 4 quarters.
  • L & S Advisors's Swift Transportation Company position peaked at $3.62M in Q4 2013.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on L & S Advisors's 13F filing for Q1 2017, filed 12 May 2017.