LOM
SWS

Loeb Offshore Management’s SWS GROUP INC SWS Stock Holding History

Loeb Offshore Management’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$984K Buy
+142,422
New +$1M 0.18% 82
2014
Q2 		– Sell
-302,300
Closed -$2.26M – 220
2014
Q1 		$2.26M Buy
+302,300
New +$2.32M 0.65% 44

Other funds holding SWS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Loeb Offshore Management's SWS Position: Q4 2014 in Review

Loeb Offshore Management opened a new position in SWS GROUP INC (SWS) in Q4 2014: 142,422 shares worth $984K. The stake represents 0.18% of the portfolio and ranks #82 among its holdings. This is a return to the name: Loeb Offshore Management previously reported a position in SWS as recently as Q1 2014.

Loeb Offshore Management first reported a position in SWS in Q1 2014 and has held it in 2 quarters since. The position peaked at $2.26M in Q1 2014. 87 funds tracked by Wall St. Rank hold SWS as of Q4 2014.

  • Loeb Offshore Management held 142,422 shares of SWS GROUP INC worth $984K as of Q4 2014.
  • SWS GROUP INC was a new Loeb Offshore Management position in Q4 2014.
  • SWS GROUP INC made up 0.18% of Loeb Offshore Management's portfolio in Q4 2014, its #82 holding.
  • Loeb Offshore Management first reported a position in SWS GROUP INC in Q1 2014 and has held it in 2 quarters since.
  • Loeb Offshore Management's SWS GROUP INC position peaked at $2.26M in Q1 2014.
  • 87 funds tracked by Wall St. Rank held SWS GROUP INC as of Q4 2014.

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