PI
SFY

Placemark Investments’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Placemark Investments’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
Q4 		$42K Sell
10,208
-2,051
-17% -$12.3K ﹤0.01% 1615
2014
Q3 		$118K Buy
12,259
+598
+5% +$6.79K ﹤0.01% 1603
2014
Q2 		$153K Sell
11,661
-494
-4% -$5.63K ﹤0.01% 1583
2014
Q1 		$130K Buy
12,155
+966
+9% +$11.3K ﹤0.01% 1552
2013
Q4 		$151K Buy
+11,189
New +$148K ﹤0.01% 1560

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Placemark Investments's SFY Position: Q4 2014 in Review

Placemark Investments reduced its SWIFT ENERGY CO (HOLDING COMPANY) (SFY) stake by 17% in Q4 2014, selling an estimated $12.3K and leaving 10,208 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Placemark Investments first reported a position in SFY in Q4 2013 and has held it in 5 quarters since. The position peaked at $153K in Q2 2014. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

  • Placemark Investments held 10,208 shares of SWIFT ENERGY CO (HOLDING COMPANY) worth $42K as of Q4 2014.
  • Placemark Investments sold 2,051 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2014, an estimated $12.3K.
  • SWIFT ENERGY CO (HOLDING COMPANY) made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1615 holding.
  • Placemark Investments first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and has held it in 5 quarters since.
  • Placemark Investments's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $153K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.