TSWM
SFY

Triangle Securities Wealth Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-2,388
Closed -$29K – 454
2013
Q2 		$29K Buy
+2,388
New +$32.4K 0.02% 334

Other funds holding SFY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 18.13% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Triangle Securities Wealth Management's SFY Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2013, closing a stake of 2,388 shares — an estimated $29K sold.

Triangle Securities Wealth Management first reported a position in SFY in Q2 2013 and held it in 1 quarter. The position peaked at $29K in Q2 2013. 159 funds tracked by Wall St. Rank hold SFY as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,388 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2013, an estimated $29K.
  • Triangle Securities Wealth Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $29K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.