SM
SWFT

SG3 Management’s Swift Transportation Company SWFT Stock Holding History

SG3 Management’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
2017
Q1 		– Sell
-30,000
Closed -$731K – 387
2016
Q4 		$731K Buy
+30,000
New +$700K 0.12% 115

Other funds holding SWFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

SG3 Management's SWFT Position: Q1 2017 in Review

SG3 Management sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 12,500 shares — an estimated $305K sold.

SG3 Management first reported a position in SWFT in Q4 2016 and held it in 1 quarter. The position peaked at $305K in Q4 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • SG3 Management reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • SG3 Management sold 12,500 Swift Transportation Company shares in Q1 2017, an estimated $305K.
  • SG3 Management first reported a position in Swift Transportation Company in Q4 2016 and held it in 1 quarter.
  • SG3 Management's Swift Transportation Company position peaked at $305K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on SG3 Management's 13F filing for Q1 2017, filed 25 Jan 2018.