ProVise Management Group’s Swift Transportation Company SWFT Stock Holding History

ProVise Management Group’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
2015 Q2	–	Sell	-9,100	Closed	-$237K	–	317
2015 Q1	$237K	Buy	9,100 +500	+6%	+$13.7K	0.05%	269
2014 Q4	$246K	Buy	+8,600	New	+$219K	0.05%	256
2014 Q2	–	Sell	-9,700	Closed	-$240K	–	326
2014 Q1	$240K	Buy	+9,700	New	+$225K	0.06%	258

Other funds holding SWFT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ProVise Management Group's SWFT Position: Q2 2015 in Review

ProVise Management Group sold out of Swift Transportation Company (SWFT) in Q2 2015, closing a stake of 9,100 shares — an estimated $237K sold.

ProVise Management Group first reported a position in SWFT in Q1 2014 and held it in 3 quarters. The position peaked at $246K in Q4 2014. 217 funds tracked by Wall St. Rank hold SWFT as of Q2 2015.

ProVise Management Group reported no remaining Swift Transportation Company position as of Q2 2015 after selling out during the quarter.
ProVise Management Group sold 9,100 Swift Transportation Company shares in Q2 2015, an estimated $237K.
ProVise Management Group first reported a position in Swift Transportation Company in Q1 2014 and held it in 3 quarters.
ProVise Management Group's Swift Transportation Company position peaked at $246K in Q4 2014.
217 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2015.

Based on ProVise Management Group's 13F filing for Q2 2015, filed 11 Aug 2015.