MFS
SFY

MSI Financial Services’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

MSI Financial Services’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
-2,542
Closed -$1K – 4114
2015
Q3 		$1K Hold
2,542
– – ﹤0.01% 3113
2015
Q2 		$5K Sell
2,542
-1,300
-34% -$3.21K ﹤0.01% 2494
2015
Q1 		$8K Sell
3,842
-1,491
-28% -$3.87K ﹤0.01% 2274
2014
Q4 		$22K Sell
5,333
-1,250
-19% -$7.47K ﹤0.01% 1490
2014
Q3 		$63K Buy
6,583
+1,100
+20% +$12.5K 0.01% 1007
2014
Q2 		$71K Buy
5,483
+1,850
+51% +$21.1K 0.01% 950
2014
Q1 		$39K Buy
3,633
+2,442
+205% +$28.5K 0.01% 1156
2013
Q4 		$16K Buy
1,191
+1,100
+1,209% +$14.5K ﹤0.01% 1501
2013
Q3 		$1K Hold
91
– – ﹤0.01% 2105
2013
Q2 		$1K Buy
+91
New +$1.23K ﹤0.01% 2335

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
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
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
LW
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

MSI Financial Services's SFY Position: Q4 2015 in Review

MSI Financial Services sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 2,542 shares — an estimated $1K sold.

MSI Financial Services first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $71K in Q2 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • MSI Financial Services reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • MSI Financial Services sold 2,542 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $1K.
  • MSI Financial Services first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • MSI Financial Services's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $71K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on MSI Financial Services's 13F filing for Q4 2015, filed 4 Feb 2016.