PFMOSF
SWS

Philadelphia Financial Management of San Francisco’s SWS GROUP INC SWS Stock Holding History

Philadelphia Financial Management of San Francisco’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
2013
Q3 		– Sell
-69,543
Closed -$379K – 45
2013
Q2 		$379K Buy
+69,543
New +$402K 0.11% 30

Other funds holding SWS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's SWS Position: Q3 2013 in Review

Philadelphia Financial Management of San Francisco sold out of SWS GROUP INC (SWS) in Q3 2013, closing a stake of 69,543 shares — an estimated $379K sold.

Philadelphia Financial Management of San Francisco first reported a position in SWS in Q2 2013 and held it in 1 quarter. The position peaked at $379K in Q2 2013. 90 funds tracked by Wall St. Rank hold SWS as of Q3 2013.

  • Philadelphia Financial Management of San Francisco reported no remaining SWS GROUP INC position as of Q3 2013 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 69,543 SWS GROUP INC shares in Q3 2013, an estimated $379K.
  • Philadelphia Financial Management of San Francisco first reported a position in SWS GROUP INC in Q2 2013 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's SWS GROUP INC position peaked at $379K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held SWS GROUP INC as of Q3 2013.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q3 2013, filed 14 Nov 2013.