RFA
SWFT

Reilly Financial Advisors’s Swift Transportation Company SWFT Stock Holding History

Reilly Financial Advisors’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
2016
Q3 		– Sell
-300
Closed -$5K – 949
2016
Q2 		$5K Buy
+300
New +$4.94K ﹤0.01% 625
2015
Q4 		– Sell
-500
Closed -$7.62K – 1551
2015
Q3 		$8K Buy
+500
New +$10.5K ﹤0.01% 859

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's SWFT Position: Q3 2016 in Review

Reilly Financial Advisors sold out of Swift Transportation Company (SWFT) in Q3 2016, closing a stake of 300 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in SWFT in Q3 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2015. 209 funds tracked by Wall St. Rank hold SWFT as of Q3 2016.

  • Reilly Financial Advisors reported no remaining Swift Transportation Company position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 300 Swift Transportation Company shares in Q3 2016, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Swift Transportation Company in Q3 2015 and held it in 2 quarters.
  • Reilly Financial Advisors's Swift Transportation Company position peaked at $8K in Q3 2015.
  • 209 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.