LA
SWFT

Lucus Advisors’s Swift Transportation Company SWFT Stock Holding History

Lucus Advisors’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
Q2 		– Sell
-20,077
Closed -$412K – 303
2017
Q1 		$412K Buy
+20,077
New +$447K 0.38% 86
2016
Q4 		– Sell
-18,357
Closed -$394K – 240
2016
Q3 		$394K Sell
18,357
-4,303
-19% -$81.8K 0.34% 138
2016
Q2 		$349K Sell
22,660
-5,644
-20% -$93K 0.29% 139
2016
Q1 		$527K Buy
+28,304
New +$459K 0.31% 64
2015
Q2 		– Sell
-8,883
Closed -$231K – 443
2015
Q1 		$231K Sell
8,883
-7,657
-46% -$210K 0.12% 288
2014
Q4 		$474K Buy
+16,540
New +$422K 0.21% 143

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucus Advisors's SWFT Position: Q2 2017 in Review

Lucus Advisors sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 20,077 shares — an estimated $412K sold.

Lucus Advisors first reported a position in SWFT in Q4 2014 and held it in 6 quarters. The position peaked at $527K in Q1 2016. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

  • Lucus Advisors reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
  • Lucus Advisors sold 20,077 Swift Transportation Company shares in Q2 2017, an estimated $412K.
  • Lucus Advisors first reported a position in Swift Transportation Company in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's Swift Transportation Company position peaked at $527K in Q1 2016.
  • 196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.