SSG
SWFT

Summit Securities Group’s Swift Transportation Company SWFT Stock Holding History

Summit Securities Group’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
2015
Q3 		– Sell
-1,800
Closed -$41K – 648
2015
Q2 		$41K Buy
+1,800
New +$44.3K 0.02% 250

Other funds holding SWFT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Securities Group's SWFT Position: Q3 2015 in Review

Summit Securities Group sold out of Swift Transportation Company (SWFT) in Q3 2015, closing a stake of 1,800 shares — an estimated $41K sold.

Summit Securities Group first reported a position in SWFT in Q2 2015 and held it in 1 quarter. The position peaked at $41K in Q2 2015. 222 funds tracked by Wall St. Rank hold SWFT as of Q3 2015.

  • Summit Securities Group reported no remaining Swift Transportation Company position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 1,800 Swift Transportation Company shares in Q3 2015, an estimated $41K.
  • Summit Securities Group first reported a position in Swift Transportation Company in Q2 2015 and held it in 1 quarter.
  • Summit Securities Group's Swift Transportation Company position peaked at $41K in Q2 2015.
  • 222 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.