T
SWFT

TradeWorx’s Swift Transportation Company SWFT Stock Holding History

TradeWorx’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
2014
Q3 		$209K Sell
9,978
-12,614
-56% -$277K 0.28% 176
2014
Q2 		$570K Buy
22,592
+11,122
+97% +$270K 0.46% 58
2014
Q1 		$284K Buy
+11,470
New +$266K 0.25% 191

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TradeWorx's SWFT Position: Q3 2014 in Review

TradeWorx reduced its Swift Transportation Company (SWFT) stake by 56% in Q3 2014, selling an estimated $277K and leaving 9,978 shares worth $209K. The position accounts for 0.28% of the portfolio, ranked #176.

TradeWorx first reported a position in SWFT in Q1 2014 and has held it in 3 quarters since. The position peaked at $570K in Q2 2014. 201 funds tracked by Wall St. Rank hold SWFT as of Q3 2014.

  • TradeWorx held 9,978 shares of Swift Transportation Company worth $209K as of Q3 2014.
  • TradeWorx sold 12,614 Swift Transportation Company shares in Q3 2014, an estimated $277K.
  • Swift Transportation Company made up 0.28% of TradeWorx's portfolio in Q3 2014, its #176 holding.
  • TradeWorx first reported a position in Swift Transportation Company in Q1 2014 and has held it in 3 quarters since.
  • TradeWorx's Swift Transportation Company position peaked at $570K in Q2 2014.
  • 201 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.