Next Financial Group’s Swift Transportation Company SWFT Stock Holding History

Next Financial Group’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 Q3	–	Sell	-300	Closed	-$4K	–	2551
2016 Q2	$4K	Sell	300 -100	-25%	-$1.65K	﹤0.01%	1494
2016 Q1	$7K	Buy	400 +50	+14%	+$810	﹤0.01%	1309
2015 Q4	$4K	Buy	350 +100	+40%	+$1.52K	﹤0.01%	1493
2015 Q3	$3K	Sell	250 -7,700	-97%	-$162K	﹤0.01%	1591
2015 Q2	$180K	Sell	7,950 -200	-2%	-$4.92K	0.06%	328
2015 Q1	$212K	Sell	8,150 -700	-8%	-$19.2K	0.07%	301
2014 Q4	$253K	Buy	8,850 +7,000	+378%	+$179K	0.08%	257
2014 Q3	$39K	Buy	+1,850	New	+$40.6K	0.01%	1077

Other funds holding SWFT

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

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

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

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

IAM

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

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

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

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

BIT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's SWFT Position: Q3 2016 in Review

Next Financial Group sold out of Swift Transportation Company (SWFT) in Q3 2016, closing a stake of 300 shares — an estimated $4K sold.

Next Financial Group first reported a position in SWFT in Q3 2014 and held it in 8 quarters. The position peaked at $253K in Q4 2014. 209 funds tracked by Wall St. Rank hold SWFT as of Q3 2016.

Next Financial Group reported no remaining Swift Transportation Company position as of Q3 2016 after selling out during the quarter.
Next Financial Group sold 300 Swift Transportation Company shares in Q3 2016, an estimated $4K.
Next Financial Group first reported a position in Swift Transportation Company in Q3 2014 and held it in 8 quarters.
Next Financial Group's Swift Transportation Company position peaked at $253K in Q4 2014.
209 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.