MSI Financial Services’s Swift Transportation Company SWFT Stock Holding History

MSI Financial Services’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
2016 Q4	$15K	Hold	615	–	–	﹤0.01%	2594
2016 Q3	$13K	Sell	615 -121	-16%	-$2.3K	﹤0.01%	2681
2016 Q2	$12K	Sell	736 -1,475	-67%	-$24.3K	﹤0.01%	2699
2016 Q1	$41K	Buy	2,211 +1,095	+98%	+$17.7K	﹤0.01%	1867
2015 Q4	$15K	Buy	1,116 +969	+659%	+$14.8K	﹤0.01%	2498
2015 Q3	$2K	Buy	147 +140	+2,000%	+$2.95K	﹤0.01%	2891
2015 Q2	$0	Sell	7 -65,422	-100%	-$1.61M	﹤0.01%	3480
2015 Q1	$1.7M	Buy	65,429 +65,033	+16,422%	+$1.79M	0.12%	198
2014 Q4	$11K	Buy	+396	New	+$10.1K	﹤0.01%	1808
2013 Q3	–	Sell	-1,236	Closed	-$20K	–	2640
2013 Q2	$20K	Buy	+1,236	New	+$19K	﹤0.01%	1256

Other funds holding SWFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's SWFT Position: Q4 2016 in Review

MSI Financial Services held its Swift Transportation Company (SWFT) position steady in Q4 2016 at 615 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

MSI Financial Services first reported a position in SWFT in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2015. 247 funds tracked by Wall St. Rank hold SWFT as of Q4 2016.

MSI Financial Services held 615 shares of Swift Transportation Company worth $15K as of Q4 2016.
MSI Financial Services left its Swift Transportation Company share count unchanged in Q4 2016.
Swift Transportation Company made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2594 holding.
MSI Financial Services first reported a position in Swift Transportation Company in Q2 2013 and has held it in 10 quarters since.
MSI Financial Services's Swift Transportation Company position peaked at $1.7M in Q1 2015.
247 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.