RNS
SFY

Robert N. Shapiro’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1K Hold
151
– – ﹤0.01% 867
2014
Q3 		$1K Hold
151
– – ﹤0.01% 848
2014
Q2 		$2K Hold
151
– – ﹤0.01% 749
2014
Q1 		$2K Sell
151
-5
-3% -$58 ﹤0.01% 748
2013
Q4 		$2K Buy
156
+30
+24% +$396 ﹤0.01% 748
2013
Q3 		$1K Hold
126
– – ﹤0.01% 994
2013
Q2 		$2K Buy
+126
New +$1.71K ﹤0.01% 893

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Robert N. Shapiro's SFY Position: Q4 2014 in Review

Robert N. Shapiro held its SWIFT ENERGY CO (HOLDING COMPANY) (SFY) position steady in Q4 2014 at 151 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Robert N. Shapiro first reported a position in SFY in Q2 2013 and has held it in 7 quarters since. The position peaked at $2K in Q2 2014. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

  • Robert N. Shapiro held 151 shares of SWIFT ENERGY CO (HOLDING COMPANY) worth $1K as of Q4 2014.
  • Robert N. Shapiro left its SWIFT ENERGY CO (HOLDING COMPANY) share count unchanged in Q4 2014.
  • SWIFT ENERGY CO (HOLDING COMPANY) made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #867 holding.
  • Robert N. Shapiro first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $2K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.