PCM
SFY

Palouse Capital Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Palouse Capital Management’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
2014
Q2 		– Sell
-21,210
Closed -$228K – 132
2014
Q1 		$228K Sell
21,210
-1,385
-6% -$16.2K 0.09% 119
2013
Q4 		$305K Buy
+22,595
New +$298K 0.12% 104

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Palouse Capital Management's SFY Position: Q2 2014 in Review

Palouse Capital Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q2 2014, closing a stake of 21,210 shares — an estimated $228K sold.

Palouse Capital Management first reported a position in SFY in Q4 2013 and held it in 2 quarters. The position peaked at $305K in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q2 2014.

  • Palouse Capital Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q2 2014 after selling out during the quarter.
  • Palouse Capital Management sold 21,210 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q2 2014, an estimated $228K.
  • Palouse Capital Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and held it in 2 quarters.
  • Palouse Capital Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $305K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q2 2014.

Based on Palouse Capital Management's 13F filing for Q2 2014, filed 1 Aug 2014.