T
SFY

TradeWorx’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

TradeWorx’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
Q2 		– Sell
-27,033
Closed -$291K – 530
2014
Q1 		$291K Buy
+27,033
New +$316K 0.25% 185
2013
Q4 		– Sell
-41,701
Closed -$476K – 677
2013
Q3 		$476K Buy
+41,701
New +$500K 0.22% 170

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $2.9T AUM 29.55% 1-Year Est. Return

TradeWorx's SFY Position: Q2 2014 in Review

TradeWorx sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q2 2014, closing a stake of 27,033 shares — an estimated $291K sold.

TradeWorx first reported a position in SFY in Q3 2013 and held it in 2 quarters. The position peaked at $476K in Q3 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q2 2014.

  • TradeWorx reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q2 2014 after selling out during the quarter.
  • TradeWorx sold 27,033 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q2 2014, an estimated $291K.
  • TradeWorx first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q3 2013 and held it in 2 quarters.
  • TradeWorx's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $476K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q2 2014.

Based on TradeWorx's 13F filing for Q2 2014, filed 10 Jul 2014.