TI
SWFT

Turner Investments’s Swift Transportation Company SWFT Stock Holding History

Turner Investments’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
2015
Q2 		– Sell
-20,060
Closed -$522K – 479
2015
Q1 		$522K Sell
20,060
-2,350
-10% -$64.6K 0.09% 220
2014
Q4 		$642K Sell
22,410
-29,230
-57% -$746K 0.08% 326
2014
Q3 		$1.08M Sell
51,640
-173,560
-77% -$3.81M 0.07% 341
2014
Q2 		$5.68M Sell
225,200
-190,740
-46% -$4.63M 0.25% 113
2014
Q1 		$10.3M Sell
415,940
-7,570
-2% -$175K 0.27% 124
2013
Q4 		$9.41M Buy
+423,510
New +$9.23M 0.17% 183

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Turner Investments's SWFT Position: Q2 2015 in Review

Turner Investments sold out of Swift Transportation Company (SWFT) in Q2 2015, closing a stake of 20,060 shares — an estimated $522K sold.

Turner Investments first reported a position in SWFT in Q4 2013 and held it in 6 quarters. The position peaked at $10.3M in Q1 2014. 217 funds tracked by Wall St. Rank hold SWFT as of Q2 2015.

  • Turner Investments reported no remaining Swift Transportation Company position as of Q2 2015 after selling out during the quarter.
  • Turner Investments sold 20,060 Swift Transportation Company shares in Q2 2015, an estimated $522K.
  • Turner Investments first reported a position in Swift Transportation Company in Q4 2013 and held it in 6 quarters.
  • Turner Investments's Swift Transportation Company position peaked at $10.3M in Q1 2014.
  • 217 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.