TCM
SFY

Tradewinds Capital Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Tradewinds Capital Management’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-250
Closed -$3K – 669
2013
Q4 		$3K Buy
+250
New +$3.3K ﹤0.01% 514

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tradewinds Capital Management's SFY Position: Q1 2014 in Review

Tradewinds Capital Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2014, closing a stake of 250 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in SFY in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q1 2014.

  • Tradewinds Capital Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 250 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2014, an estimated $3K.
  • Tradewinds Capital Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and held it in 1 quarter.
  • Tradewinds Capital Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $3K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2014.

Based on Tradewinds Capital Management's 13F filing for Q1 2014, filed 9 Sep 2014.