UBS Group
SFY

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

UBS Group’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
2015
Q4 		– Sell
-35,483
Closed -$13K – 8858
2015
Q3 		$13K Buy
35,483
+13,970
+65% +$9.86K ﹤0.01% 7116
2015
Q2 		$44K Sell
21,513
-155,392
-88% -$383K ﹤0.01% 6118
2015
Q1 		$382K Buy
176,905
+139,819
+377% +$363K ﹤0.01% 4353
2014
Q4 		$150K Buy
+37,086
New +$222K ﹤0.01% 5308

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

UBS Group's SFY Position: Q4 2015 in Review

UBS Group sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 35,483 shares — an estimated $13K sold.

UBS Group first reported a position in SFY in Q4 2014 and held it in 4 quarters. The position peaked at $382K in Q1 2015. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • UBS Group reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • UBS Group sold 35,483 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015, an estimated $13K.
  • UBS Group first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2014 and held it in 4 quarters.
  • UBS Group's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $382K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on UBS Group's 13F filing for Q4 2015, filed 16 Feb 2016.