PI
SWFT

Placemark Investments’s Swift Transportation Company SWFT Stock Holding History

Placemark Investments’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
2014
Q4 		$799K Buy
27,967
+8,008
+40% +$204K 0.01% 988
2014
Q3 		$418K Buy
19,959
+8,468
+74% +$186K 0.01% 1245
2014
Q2 		$289K Buy
11,491
+792
+7% +$19.2K 0.01% 1405
2014
Q1 		$266K Buy
10,699
+1,520
+17% +$35.2K 0.01% 1391
2013
Q4 		$203K Buy
+9,179
New +$200K ﹤0.01% 1521

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Placemark Investments's SWFT Position: Q4 2014 in Review

Placemark Investments increased its Swift Transportation Company (SWFT) stake by 40% in Q4 2014, buying an estimated $204K and bringing the position to 27,967 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #988.

Placemark Investments first reported a position in SWFT in Q4 2013 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold SWFT as of Q4 2014.

  • Placemark Investments held 27,967 shares of Swift Transportation Company worth $799K as of Q4 2014.
  • Placemark Investments bought 8,008 Swift Transportation Company shares in Q4 2014, an estimated $204K.
  • Swift Transportation Company made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #988 holding.
  • Placemark Investments first reported a position in Swift Transportation Company in Q4 2013 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2014.

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