MCM
SWFT

Montibus Capital Management’s Swift Transportation Company SWFT Stock Holding History

Montibus Capital Management’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
2013
Q3 		$13.6M Sell
673,648
-74,642
-10% -$1.36M 1.47% 25
2013
Q2 		$12.4M Buy
+748,290
New +$11.5M 1.57% 21

Other funds holding SWFT

OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montibus Capital Management's SWFT Position: Q3 2013 in Review

Montibus Capital Management reduced its Swift Transportation Company (SWFT) stake by 10% in Q3 2013, selling an estimated $1.36M and leaving 673,648 shares worth $13.6M. The position accounts for 1.47% of the portfolio, ranked #25.

Montibus Capital Management first reported a position in SWFT in Q2 2013 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold SWFT as of Q3 2013.

  • Montibus Capital Management held 673,648 shares of Swift Transportation Company worth $13.6M as of Q3 2013.
  • Montibus Capital Management sold 74,642 Swift Transportation Company shares in Q3 2013, an estimated $1.36M.
  • Swift Transportation Company made up 1.47% of Montibus Capital Management's portfolio in Q3 2013, its #25 holding.
  • Montibus Capital Management first reported a position in Swift Transportation Company in Q2 2013 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.