LW
SFY

Linscomb Wealth’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Linscomb Wealth’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
2016
Q1 		– Sell
-20,000
Closed -$2K – 268
2015
Q4 		$2K Buy
20,000
+10,000
+100% +$4.64K ﹤0.01% 253
2015
Q3 		$4K Buy
+10,000
New +$7.06K ﹤0.01% 260

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Linscomb Wealth's SFY Position: Q1 2016 in Review

Linscomb Wealth sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2016, closing a stake of 20,000 shares — an estimated $2K sold.

Linscomb Wealth first reported a position in SFY in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 4 funds tracked by Wall St. Rank hold SFY as of Q1 2016.

  • Linscomb Wealth reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2016 after selling out during the quarter.
  • Linscomb Wealth sold 20,000 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2016, an estimated $2K.
  • Linscomb Wealth first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q3 2015 and held it in 2 quarters.
  • Linscomb Wealth's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $4K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2016.

Based on Linscomb Wealth's 13F filing for Q1 2016, filed 4 May 2016.