PTC
SWFT

Private Trust Company’s Swift Transportation Company SWFT Stock Holding History

Private Trust Company’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 		– Sell
-653
Closed -$14K – 1809
2014
Q3 		$14K Buy
653
+440
+207% +$9.66K ﹤0.01% 987
2014
Q2 		$5K Sell
213
-190
-47% -$4.61K ﹤0.01% 1338
2014
Q1 		$10K Sell
403
-70
-15% -$1.62K ﹤0.01% 1007
2013
Q4 		$11K Sell
473
-46
-9% -$1K ﹤0.01% 926
2013
Q3 		$10K Buy
519
+354
+215% +$6.44K ﹤0.01% 941
2013
Q2 		$3K Buy
+165
New +$2.53K ﹤0.01% 1297

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

Private Trust Company's SWFT Position: Q4 2014 in Review

Private Trust Company sold out of Swift Transportation Company (SWFT) in Q4 2014, closing a stake of 653 shares — an estimated $14K sold.

Private Trust Company first reported a position in SWFT in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q3 2014. 227 funds tracked by Wall St. Rank hold SWFT as of Q4 2014.

  • Private Trust Company reported no remaining Swift Transportation Company position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 653 Swift Transportation Company shares in Q4 2014, an estimated $14K.
  • Private Trust Company first reported a position in Swift Transportation Company in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Swift Transportation Company position peaked at $14K in Q3 2014.
  • 227 funds tracked by Wall St. Rank held Swift Transportation Company as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.