Morgan Stanley’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Morgan Stanley’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-85,589	Closed	-$32K	–	7008
2015 Q3	$32K	Sell	85,589 -884,578	-91%	-$624K	﹤0.01%	5892
2015 Q2	$1.97M	Buy	970,167 +196,282	+25%	+$484K	﹤0.01%	3641
2015 Q1	$1.67M	Sell	773,885 -968,440	-56%	-$2.51M	﹤0.01%	3745
2014 Q4	$7.06M	Buy	1,742,325 +1,690,892	+3,288%	+$10.1M	﹤0.01%	2389
2014 Q3	$494K	Buy	51,433 +11,340	+28%	+$129K	﹤0.01%	4584
2014 Q2	$521K	Sell	40,093 -1,618	-4%	-$18.4K	﹤0.01%	4541
2014 Q1	$449K	Sell	41,711 -52,024	-56%	-$608K	﹤0.01%	4638
2013 Q4	$1.27M	Sell	93,735 -78,388	-46%	-$1.03M	﹤0.01%	3742
2013 Q3	$1.97M	Sell	172,123 -160,932	-48%	-$1.93M	﹤0.01%	3233
2013 Q2	$3.99M	Buy	+333,055	New	+$4.51M	﹤0.01%	2544

Other funds holding SFY

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

TAM

TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

Morgan Stanley's SFY Position: Q4 2015 in Review

Morgan Stanley sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 85,589 shares — an estimated $32K sold.

Morgan Stanley first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $7.06M in Q4 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

Morgan Stanley reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
Morgan Stanley sold 85,589 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $32K.
Morgan Stanley first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
Morgan Stanley's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $7.06M in Q4 2014.
12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Morgan Stanley's 13F filing for Q4 2015, filed 9 Feb 2016.