LI
SFY

LMCG Investments’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

LMCG Investments’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
Q1 		– Sell
-1,092,962
Closed -$14.8M – 499
2013
Q4 		$14.8M Sell
1,092,962
-469
-0% -$6.18K 0.31% 114
2013
Q3 		$12.5M Sell
1,093,431
-25,223
-2% -$302K 0.3% 123
2013
Q2 		$13.4M Buy
+1,118,654
New +$15.2M 0.35% 105

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LMCG Investments's SFY Position: Q1 2014 in Review

LMCG Investments sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2014, closing a stake of 1,092,962 shares — an estimated $14.8M sold.

LMCG Investments first reported a position in SFY in Q2 2013 and held it in 3 quarters. The position peaked at $14.8M in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q1 2014.

  • LMCG Investments reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2014 after selling out during the quarter.
  • LMCG Investments sold 1,092,962 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2014, an estimated $14.8M.
  • LMCG Investments first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 3 quarters.
  • LMCG Investments's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $14.8M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2014.

Based on LMCG Investments's 13F filing for Q1 2014, filed 12 May 2014.