LTFS
SFY

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

Ladenburg Thalmann 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
2015
Q4 		– Sell
-18,685
Closed -$7K – 4939
2015
Q3 		$7K Sell
18,685
-3,230
-15% -$2.28K ﹤0.01% 3798
2015
Q2 		$45K Buy
21,915
+1,510
+7% +$3.72K ﹤0.01% 2664
2015
Q1 		$44K Hold
20,405
– – ﹤0.01% 2657
2014
Q4 		$82K Buy
20,405
+19,005
+1,358% +$114K ﹤0.01% 2031
2014
Q3 		$13K Hold
1,400
– – ﹤0.01% 2969
2014
Q2 		$18K Hold
1,400
– – ﹤0.01% 2756
2014
Q1 		$15K Sell
1,400
-215
-13% -$2.51K ﹤0.01% 2750
2013
Q4 		$22K Buy
1,615
+600
+59% +$7.91K ﹤0.01% 2488
2013
Q3 		$12K Buy
1,015
+200
+25% +$2.4K ﹤0.01% 2784
2013
Q2 		$10K Buy
+815
New +$11K ﹤0.01% 2751

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SFY Position: Q4 2015 in Review

Ladenburg Thalmann Financial Services sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 18,685 shares — an estimated $7K sold.

Ladenburg Thalmann Financial Services first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $82K in Q4 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Ladenburg Thalmann Financial Services reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 18,685 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $7K.
  • Ladenburg Thalmann Financial Services first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • Ladenburg Thalmann Financial Services's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $82K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2015, filed 16 Feb 2016.