OC
SFY

Oppenheimer & Co’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Oppenheimer & Co’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
2013
Q4 		– Sell
-35,300
Closed -$403K – 1495
2013
Q3 		$403K Buy
+35,300
New +$423K 0.01% 844

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oppenheimer & Co's SFY Position: Q4 2013 in Review

Oppenheimer & Co sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2013, closing a stake of 35,300 shares — an estimated $403K sold.

Oppenheimer & Co first reported a position in SFY in Q3 2013 and held it in 1 quarter. The position peaked at $403K in Q3 2013. 154 funds tracked by Wall St. Rank hold SFY as of Q4 2013.

  • Oppenheimer & Co reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2013 after selling out during the quarter.
  • Oppenheimer & Co sold 35,300 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2013, an estimated $403K.
  • Oppenheimer & Co first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q3 2013 and held it in 1 quarter.
  • Oppenheimer & Co's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $403K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2013.

Based on Oppenheimer & Co's 13F filing for Q4 2013, filed 12 Feb 2014.