Marshall Wace
SWFT

Marshall Wace’s Swift Transportation Company SWFT Stock Holding History

Marshall Wace’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
-245,632
Closed -$5.98M – 1007
2016
Q4 		$5.98M Buy
+245,632
New +$5.73M 0.04% 427
2015
Q3 		– Sell
-110,967
Closed -$2.52M – 1253
2015
Q2 		$2.52M Buy
110,967
+81,146
+272% +$2M 0.03% 422
2015
Q1 		$776K Buy
29,821
+5,068
+20% +$139K 0.01% 613
2014
Q4 		$709K Sell
24,753
-423,650
-94% -$10.8M 0.01% 613
2014
Q3 		$9.41M Buy
+448,403
New +$9.85M 0.14% 189

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

Marshall Wace's SWFT Position: Q1 2017 in Review

Marshall Wace sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 245,632 shares — an estimated $5.98M sold.

Marshall Wace first reported a position in SWFT in Q3 2014 and held it in 5 quarters. The position peaked at $9.41M in Q3 2014. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Marshall Wace reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Marshall Wace sold 245,632 Swift Transportation Company shares in Q1 2017, an estimated $5.98M.
  • Marshall Wace first reported a position in Swift Transportation Company in Q3 2014 and held it in 5 quarters.
  • Marshall Wace's Swift Transportation Company position peaked at $9.41M in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Marshall Wace's 13F filing for Q1 2017, filed 12 May 2017.