U
SWFT

UBS’s Swift Transportation Company SWFT Stock Holding History

UBS’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 		$109K Buy
5,200
+4,000
+333% +$87.9K ﹤0.01% 5900
2014
Q2 		$30K Buy
1,200
+300
+33% +$7.28K ﹤0.01% 7585
2014
Q1 		$22K Buy
+900
New +$20.9K ﹤0.01% 7998
2013
Q4 		– Sell
-1,100
Closed -$22K – 11506
2013
Q3 		$22K Sell
1,100
-1,700
-61% -$30.9K ﹤0.01% 7982
2013
Q2 		$46K Buy
+2,800
New +$43K ﹤0.01% 6846

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

UBS's SWFT Position: Q3 2014 in Review

UBS increased its Swift Transportation Company (SWFT) stake by 5.4% in Q3 2014, buying an estimated $173K and bringing the position to 152,666 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

UBS first reported a position in SWFT in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2013. 201 funds tracked by Wall St. Rank hold SWFT as of Q3 2014.

  • UBS held 152,666 shares of Swift Transportation Company worth $3.2M as of Q3 2014.
  • UBS bought 7,873 Swift Transportation Company shares in Q3 2014, an estimated $173K.
  • Swift Transportation Company made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2463 holding.
  • UBS first reported a position in Swift Transportation Company in Q2 2013 and has held it in 6 quarters since.
  • UBS's Swift Transportation Company position peaked at $4.1M in Q4 2013.
  • 201 funds tracked by Wall St. Rank held Swift Transportation Company as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.