LPL Financial
SWFT

LPL Financial’s Swift Transportation Company SWFT Stock Holding History

LPL Financial’s Portfolio SWFT Stock Details SWFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20,704
Closed -$549K – 3007
2017
Q2 		$549K Sell
20,704
-2,700
-12% -$65K ﹤0.01% 1819
2017
Q1 		$477K Sell
23,404
-9,232
-28% -$206K ﹤0.01% 1840
2016
Q4 		$810K Sell
32,636
-31,451
-49% -$734K 0.01% 1363
2016
Q3 		$1.36M Sell
64,087
-5,979
-9% -$114K 0.01% 985
2016
Q2 		$1.11M Sell
70,066
-75,060
-52% -$1.24M 0.01% 1105
2016
Q1 		$2.54M Buy
145,126
+244
+0.2% +$3.95K 0.01% 1058
2015
Q4 		$2.06M Buy
144,882
+56,769
+64% +$865K 0.01% 1151
2015
Q3 		$1.43M Buy
88,113
+49,328
+127% +$1.04M 0.01% 1016
2015
Q2 		$880K Buy
38,785
+4,351
+13% +$107K ﹤0.01% 1474
2015
Q1 		$896K Buy
34,434
+13,605
+65% +$374K ﹤0.01% 1436
2014
Q4 		$596K Sell
20,829
-23,505
-53% -$600K ﹤0.01% 1658
2014
Q3 		$911K Buy
44,334
+25,583
+136% +$562K 0.01% 1336
2014
Q2 		$473K Sell
18,751
-5,373
-22% -$130K ﹤0.01% 1844
2014
Q1 		$597K Buy
24,124
+5,541
+30% +$128K ﹤0.01% 1606
2013
Q4 		$413K Buy
18,583
+938
+5% +$20.4K ﹤0.01% 1866
2013
Q3 		$351K Buy
+17,645
New +$321K ﹤0.01% 1900

Other funds holding SWFT

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

LPL Financial's SWFT Position: Q3 2017 in Review

LPL Financial sold out of Swift Transportation Company (SWFT) in Q3 2017, closing a stake of 20,704 shares — an estimated $549K sold.

LPL Financial first reported a position in SWFT in Q3 2013 and held it in 16 quarters. The position peaked at $2.54M in Q1 2016. 1 fund tracked by Wall St. Rank holds SWFT as of Q3 2017.

  • LPL Financial reported no remaining Swift Transportation Company position as of Q3 2017 after selling out during the quarter.
  • LPL Financial sold 20,704 Swift Transportation Company shares in Q3 2017, an estimated $549K.
  • LPL Financial first reported a position in Swift Transportation Company in Q3 2013 and held it in 16 quarters.
  • LPL Financial's Swift Transportation Company position peaked at $2.54M in Q1 2016.
  • 1 fund tracked by Wall St. Rank held Swift Transportation Company as of Q3 2017.

Based on LPL Financial's 13F filing for Q3 2017, filed 14 Nov 2017.