SWP
SWFT

Stratos Wealth Partners’s Swift Transportation Company SWFT Stock Holding History

Stratos Wealth 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
Q2 		– Sell
-11,182
Closed -$230K – 885
2017
Q1 		$230K Buy
11,182
+2,076
+23% +$46.3K 0.01% 677
2016
Q4 		$222K Buy
+9,106
New +$213K 0.01% 626
2016
Q3 		– Sell
-10,072
Closed -$155K – 737
2016
Q2 		$155K Buy
+10,072
New +$166K 0.01% 587

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's SWFT Position: Q2 2017 in Review

Stratos Wealth Partners sold out of Swift Transportation Company (SWFT) in Q2 2017, closing a stake of 11,182 shares — an estimated $230K sold.

Stratos Wealth Partners first reported a position in SWFT in Q2 2016 and held it in 3 quarters. The position peaked at $230K in Q1 2017. 196 funds tracked by Wall St. Rank hold SWFT as of Q2 2017.

  • Stratos Wealth Partners reported no remaining Swift Transportation Company position as of Q2 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,182 Swift Transportation Company shares in Q2 2017, an estimated $230K.
  • Stratos Wealth Partners first reported a position in Swift Transportation Company in Q2 2016 and held it in 3 quarters.
  • Stratos Wealth Partners's Swift Transportation Company position peaked at $230K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2017.

Based on Stratos Wealth Partners's 13F filing for Q2 2017, filed 31 Jul 2017.