Thrivent Financial for Lutherans
SWS

Thrivent Financial for Lutherans’s SWS GROUP INC SWS Stock Holding History

Thrivent Financial for Lutherans’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,676
Closed -$78K – 1924
2014
Q2 		$78K Buy
10,676
+50
+0.5% +$371 ﹤0.01% 1697
2014
Q1 		$79K Hold
10,626
– – ﹤0.01% 1541
2013
Q4 		$65K Buy
10,626
+100
+1% +$589 ﹤0.01% 1561
2013
Q3 		$59K Buy
10,526
+200
+2% +$1.15K ﹤0.01% 1529
2013
Q2 		$56 Buy
+10,326
New +$59.7K ﹤0.01% 1552

Other funds holding SWS

OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Thrivent Financial for Lutherans's SWS Position: Q3 2014 in Review

Thrivent Financial for Lutherans sold out of SWS GROUP INC (SWS) in Q3 2014, closing a stake of 10,676 shares — an estimated $78K sold.

Thrivent Financial for Lutherans first reported a position in SWS in Q2 2013 and held it in 5 quarters. The position peaked at $79K in Q1 2014. 108 funds tracked by Wall St. Rank hold SWS as of Q3 2014.

  • Thrivent Financial for Lutherans reported no remaining SWS GROUP INC position as of Q3 2014 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 10,676 SWS GROUP INC shares in Q3 2014, an estimated $78K.
  • Thrivent Financial for Lutherans first reported a position in SWS GROUP INC in Q2 2013 and held it in 5 quarters.
  • Thrivent Financial for Lutherans's SWS GROUP INC position peaked at $79K in Q1 2014.
  • 108 funds tracked by Wall St. Rank held SWS GROUP INC as of Q3 2014.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2014, filed 12 Nov 2014.