SIP
SWFT

Stoneridge Investment Partners’s Swift Transportation Company SWFT Stock Holding History

Stoneridge Investment Partners’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
-56,684
Closed -$1.38M – 383
2016
Q4 		$1.38M Sell
56,684
-13,971
-20% -$326K 0.19% 147
2016
Q3 		$1.52M Sell
70,655
-54,674
-44% -$1.04M 0.22% 143
2016
Q2 		$1.93M Buy
125,329
+12,641
+11% +$208K 0.29% 109
2016
Q1 		$2.1M Buy
112,688
+30,493
+37% +$494K 0.31% 103
2015
Q4 		$1.14M Sell
82,195
-24,225
-23% -$369K 0.15% 154
2015
Q3 		$1.6M Buy
+106,420
New +$2.24M 0.22% 128

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

Stoneridge Investment Partners's SWFT Position: Q1 2017 in Review

Stoneridge Investment Partners sold out of Swift Transportation Company (SWFT) in Q1 2017, closing a stake of 56,684 shares — an estimated $1.38M sold.

Stoneridge Investment Partners first reported a position in SWFT in Q3 2015 and held it in 6 quarters. The position peaked at $2.1M in Q1 2016. 229 funds tracked by Wall St. Rank hold SWFT as of Q1 2017.

  • Stoneridge Investment Partners reported no remaining Swift Transportation Company position as of Q1 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 56,684 Swift Transportation Company shares in Q1 2017, an estimated $1.38M.
  • Stoneridge Investment Partners first reported a position in Swift Transportation Company in Q3 2015 and held it in 6 quarters.
  • Stoneridge Investment Partners's Swift Transportation Company position peaked at $2.1M in Q1 2016.
  • 229 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2017.

Based on Stoneridge Investment Partners's 13F filing for Q1 2017, filed 1 May 2017.