Schroder Investment Management Group
SFY

Schroder Investment Management Group’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Schroder Investment Management Group’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
Q3 		– Sell
-37,200
Closed -$483K – 1536
2014
Q2 		$483K Buy
37,200
+21,000
+130% +$239K ﹤0.01% 1071
2014
Q1 		$174K Buy
16,200
+3,600
+29% +$42K ﹤0.01% 1181
2013
Q4 		$170K Hold
12,600
– – ﹤0.01% 1241
2013
Q3 		$144K Sell
12,600
-2,000
-14% -$24K ﹤0.01% 1244
2013
Q2 		$175K Buy
+14,600
New +$198K ﹤0.01% 1246

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 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
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Schroder Investment Management Group's SFY Position: Q3 2014 in Review

Schroder Investment Management Group sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2014, closing a stake of 37,200 shares — an estimated $483K sold.

Schroder Investment Management Group first reported a position in SFY in Q2 2013 and held it in 5 quarters. The position peaked at $483K in Q2 2014. 149 funds tracked by Wall St. Rank hold SFY as of Q3 2014.

  • Schroder Investment Management Group reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 37,200 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2014, an estimated $483K.
  • Schroder Investment Management Group first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 5 quarters.
  • Schroder Investment Management Group's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $483K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2014.

Based on Schroder Investment Management Group's 13F filing for Q3 2014, filed 13 Nov 2014.