VFA
SFY

Virtus Fund Advisers’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-3,738
Closed -$49K – 2589
2014
Q2 		$49K Buy
+3,738
New +$42.6K ﹤0.01% 1891

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Virtus Fund Advisers's SFY Position: Q3 2014 in Review

Virtus Fund Advisers sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q3 2014, closing a stake of 3,738 shares — an estimated $49K sold.

Virtus Fund Advisers first reported a position in SFY in Q2 2014 and held it in 1 quarter. The position peaked at $49K in Q2 2014. 149 funds tracked by Wall St. Rank hold SFY as of Q3 2014.

  • Virtus Fund Advisers reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 3,738 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q3 2014, an estimated $49K.
  • Virtus Fund Advisers first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $49K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.