OIA
SWFT

Optimum Investment Advisors’s Swift Transportation Company SWFT Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$8K Hold
300
– – ﹤0.01% 832
2014
Q4 		$9K Hold
300
– – ﹤0.01% 859
2014
Q3 		$6K Buy
+300
New +$6.59K ﹤0.01% 832

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's SWFT Position: Q1 2015 in Review

Optimum Investment Advisors held its Swift Transportation Company (SWFT) position steady in Q1 2015 at 300 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Optimum Investment Advisors first reported a position in SWFT in Q3 2014 and has held it in 3 quarters since. The position peaked at $9K in Q4 2014. 233 funds tracked by Wall St. Rank hold SWFT as of Q1 2015.

  • Optimum Investment Advisors held 300 shares of Swift Transportation Company worth $8K as of Q1 2015.
  • Optimum Investment Advisors left its Swift Transportation Company share count unchanged in Q1 2015.
  • Swift Transportation Company made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #832 holding.
  • Optimum Investment Advisors first reported a position in Swift Transportation Company in Q3 2014 and has held it in 3 quarters since.
  • Optimum Investment Advisors's Swift Transportation Company position peaked at $9K in Q4 2014.
  • 233 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.