Mackenzie Financial
SWFT

Mackenzie Financial’s Swift Transportation Company SWFT Stock Holding History

Mackenzie 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
Q1 		– Sell
-69,039
Closed -$1.68M – 742
2016
Q4 		$1.68M Sell
69,039
-123,230
-64% -$2.88M 0.01% 395
2016
Q3 		$4.13M Buy
192,269
+22,522
+13% +$428K 0.03% 268
2016
Q2 		$2.62M Sell
169,747
-1,200
-0.7% -$19.8K 0.01% 397
2016
Q1 		$3.19M Buy
+170,947
New +$2.77M 0.03% 297

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Mackenzie Financial's SWFT Position: Q1 2017 in Review

Mackenzie Financial sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 69,039 shares — an estimated $1.68M sold.

Mackenzie Financial first reported a position in SWFT in Q1 2016 and held it in 4 quarters. The position peaked at $4.13M in Q3 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Mackenzie Financial reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Mackenzie Financial sold 69,039 Swift Transportation Company shares in Q1 2017, an estimated $1.68M.
  • Mackenzie Financial first reported a position in Swift Transportation Company in Q1 2016 and held it in 4 quarters.
  • Mackenzie Financial's Swift Transportation Company position peaked at $4.13M in Q3 2016.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Mackenzie Financial's 13F filing for Q1 2017, filed 12 May 2017.