Waddell & Reed Financial’s Swift Transportation Company SWFT Stock Holding History

Waddell & Reed Financial’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
2016 Q2	–	Sell	-206,800	Closed	-$3.85M	–	661
2016 Q1	$3.85M	Buy	+206,800	New	+$3.35M	0.01%	509
2015 Q2	–	Sell	-110,970	Closed	-$2.89M	–	642
2015 Q1	$2.89M	Sell	110,970 -37,800	-25%	-$1.04M	﹤0.01%	528
2014 Q4	$4.26M	Sell	148,770 -136,980	-48%	-$3.5M	0.01%	504
2014 Q3	$6M	Sell	285,750 -40,200	-12%	-$883K	0.01%	471
2014 Q2	$8.22M	Sell	325,950 -141,800	-30%	-$3.44M	0.01%	452
2014 Q1	$11.6M	Hold	467,750	–	–	0.02%	403
2013 Q4	$10.4M	Hold	467,750	–	–	0.02%	415
2013 Q3	$9.44M	Buy	467,750 +42,640	+10%	+$776K	0.02%	418
2013 Q2	$7.03M	Buy	+425,110	New	+$6.52M	0.01%	417

Other funds holding SWFT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Waddell & Reed Financial's SWFT Position: Q2 2016 in Review

Waddell & Reed Financial sold out of Swift Transportation Company (SWFT) in Q2 2016, closing a stake of 206,800 shares — an estimated $3.85M sold.

Waddell & Reed Financial first reported a position in SWFT in Q2 2013 and held it in 9 quarters. The position peaked at $11.6M in Q1 2014. 201 funds tracked by Wall St. Rank hold SWFT as of Q2 2016.

Waddell & Reed Financial reported no remaining Swift Transportation Company position as of Q2 2016 after selling out during the quarter.
Waddell & Reed Financial sold 206,800 Swift Transportation Company shares in Q2 2016, an estimated $3.85M.
Waddell & Reed Financial first reported a position in Swift Transportation Company in Q2 2013 and held it in 9 quarters.
Waddell & Reed Financial's Swift Transportation Company position peaked at $11.6M in Q1 2014.
201 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.