Leonard Capital Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Leonard Capital Management’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 Q4	–	Sell	-150,000	Closed	-$1.44M	–	186
2014 Q3	$1.44M	Buy	150,000 +50,000	+50%	+$568K	0.53%	87
2014 Q2	$1.3M	Hold	100,000	–	–	0.44%	100
2014 Q1	$1.08M	Sell	100,000 -163,651	-62%	-$1.91M	0.39%	112
2013 Q4	$3.56M	Buy	263,651 +50,000	+23%	+$659K	1.39%	15
2013 Q3	$2.44M	Buy	213,651 +25,000	+13%	+$300K	0.97%	33
2013 Q2	$2.26M	Buy	+188,651	New	+$2.56M	0.86%	43

Other funds holding SFY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Leonard Capital Management's SFY Position: Q4 2014 in Review

Leonard Capital Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2014, closing a stake of 150,000 shares — an estimated $1.44M sold.

Leonard Capital Management first reported a position in SFY in Q2 2013 and held it in 6 quarters. The position peaked at $3.56M in Q4 2013. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

Leonard Capital Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2014 after selling out during the quarter.
Leonard Capital Management sold 150,000 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2014, an estimated $1.44M.
Leonard Capital Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 6 quarters.
Leonard Capital Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $3.56M in Q4 2013.
143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on Leonard Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.