O'Shaughnessy Asset Management’s Swift Transportation Company SWFT Stock Holding History

O'Shaughnessy Asset Management’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
2017 Q2	–	Sell	-14,116	Closed	-$290K	–	1037
2017 Q1	$290K	Buy	14,116 +640	+5%	+$14.3K	0.01%	441
2016 Q4	$328K	Buy	13,476 +3,680	+38%	+$85.9K	0.01%	438
2016 Q3	$210K	Buy	9,796 +6,046	+161%	+$115K	﹤0.01%	484
2016 Q2	$58K	Buy	+3,750	New	+$61.8K	﹤0.01%	676

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

O'Shaughnessy Asset Management's SWFT Position: Q2 2017 in Review

O'Shaughnessy Asset Management sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 14,116 shares — an estimated $290K sold.

O'Shaughnessy Asset Management first reported a position in SWFT in Q2 2016 and held it in 4 quarters. The position peaked at $328K in Q4 2016. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

O'Shaughnessy Asset Management reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
O'Shaughnessy Asset Management sold 14,116 Swift Transportation Company shares in Q2 2017, an estimated $290K.
O'Shaughnessy Asset Management first reported a position in Swift Transportation Company in Q2 2016 and held it in 4 quarters.
O'Shaughnessy Asset Management's Swift Transportation Company position peaked at $328K in Q4 2016.
196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.