RA
SFY

Rational Advisors’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Rational Advisors’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
2013
Q4 		– Sell
-6,000
Closed -$69K – 903
2013
Q3 		$69K Hold
6,000
– – 0.01% 698
2013
Q2 		$72K Buy
+6,000
New +$81.3K 0.01% 698

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rational Advisors's SFY Position: Q4 2013 in Review

Rational Advisors sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2013, closing a stake of 6,000 shares — an estimated $69K sold.

Rational Advisors first reported a position in SFY in Q2 2013 and held it in 2 quarters. The position peaked at $72K in Q2 2013. 154 funds tracked by Wall St. Rank hold SFY as of Q4 2013.

  • Rational Advisors reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2013 after selling out during the quarter.
  • Rational Advisors sold 6,000 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2013, an estimated $69K.
  • Rational Advisors first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 2 quarters.
  • Rational Advisors's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $72K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.