OA
SWS

OFI Advisors’s SWS GROUP INC SWS Stock Holding History

OFI Advisors’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-21,199
Closed -$146K – 1750
2014
Q4 		$146K Buy
21,199
+1,162
+6% +$8.18K 0.01% 1357
2014
Q3 		$138K Buy
20,037
+218
+1% +$1.58K 0.01% 1330
2014
Q2 		$144K Buy
19,819
+2,525
+15% +$18.7K 0.01% 1321
2014
Q1 		$129K Sell
17,294
-6,288
-27% -$48.2K 0.01% 1330
2013
Q4 		$143K Buy
23,582
+3,905
+20% +$23K 0.01% 1257
2013
Q3 		$110K Buy
19,677
+3,865
+24% +$22.3K 0.01% 1295
2013
Q2 		$86K Buy
+15,812
New +$91.4K 0.01% 1339

OFI Advisors's SWS Position: Q1 2015 in Review

OFI Advisors sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 21,199 shares — an estimated $146K sold.

OFI Advisors first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $146K in Q4 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • OFI Advisors reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • OFI Advisors sold 21,199 SWS GROUP INC shares in Q1 2015, an estimated $146K.
  • OFI Advisors first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
  • OFI Advisors's SWS GROUP INC position peaked at $146K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on OFI Advisors's 13F filing for Q1 2015, filed 15 May 2015.