WI
SWFT

WBI Investments’s Swift Transportation Company SWFT Stock Holding History

WBI Investments’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
Q2 		– Sell
-160,705
Closed -$4.18M – 313
2015
Q1 		$4.18M Buy
160,705
+106,212
+195% +$2.92M 0.1% 145
2014
Q4 		$1.56M Buy
54,493
+3,098
+6% +$79K 0.04% 151
2014
Q3 		$1.08M Buy
+51,395
New +$1.13M 0.03% 140

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBI Investments's SWFT Position: Q2 2015 in Review

WBI Investments sold out of Swift Transportation Company (SWFT) in Q2 2015, closing a stake of 160,705 shares — an estimated $4.18M sold.

WBI Investments first reported a position in SWFT in Q3 2014 and held it in 3 quarters. The position peaked at $4.18M in Q1 2015. 217 funds tracked by Wall St. Rank hold SWFT as of Q2 2015.

  • WBI Investments reported no remaining Swift Transportation Company position as of Q2 2015 after selling out during the quarter.
  • WBI Investments sold 160,705 Swift Transportation Company shares in Q2 2015, an estimated $4.18M.
  • WBI Investments first reported a position in Swift Transportation Company in Q3 2014 and held it in 3 quarters.
  • WBI Investments's Swift Transportation Company position peaked at $4.18M in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2015.

Based on WBI Investments's 13F filing for Q2 2015, filed 14 Aug 2015.