Wall Street Associates’s Swift Transportation Company SWFT Stock Holding History

Wall Street Associates’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 Q1	–	Sell	-20,000	Closed	-$573K	–	377
2014 Q4	$573K	Hold	20,000	–	–	0.05%	246
2014 Q3	$420K	Sell	20,000 -109,324	-85%	-$2.4M	0.04%	261
2014 Q2	$3.26M	Sell	129,324 -13,690	-10%	-$332K	0.28%	119
2014 Q1	$3.54M	Buy	143,014 +40,487	+39%	+$938K	0.29%	115
2013 Q4	$2.28M	Buy	+102,527	New	+$2.23M	0.19%	154

Other funds holding SWFT

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Wall Street Associates's SWFT Position: Q1 2015 in Review

Wall Street Associates sold out of Swift Transportation Company (SWFT) in Q1 2015, closing a stake of 20,000 shares — an estimated $573K sold.

Wall Street Associates first reported a position in SWFT in Q4 2013 and held it in 5 quarters. The position peaked at $3.54M in Q1 2014. 233 funds tracked by Wall St. Rank hold SWFT as of Q1 2015.

Wall Street Associates reported no remaining Swift Transportation Company position as of Q1 2015 after selling out during the quarter.
Wall Street Associates sold 20,000 Swift Transportation Company shares in Q1 2015, an estimated $573K.
Wall Street Associates first reported a position in Swift Transportation Company in Q4 2013 and held it in 5 quarters.
Wall Street Associates's Swift Transportation Company position peaked at $3.54M in Q1 2014.
233 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2015.

Based on Wall Street Associates's 13F filing for Q1 2015, filed 14 May 2015.