WCM
SWFT

Wealthcare Capital Management’s Swift Transportation Company SWFT Stock Holding History

Wealthcare Capital Management’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
-1,653
Closed – – 1102
2015
Q1 		$0 Buy
+1,653
New +$45.4K ﹤0.01% 1098

Other funds holding SWFT

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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

Wealthcare Capital Management's SWFT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Swift Transportation Company (SWFT) in Q2 2015, closing a stake of 1,653 shares.

Wealthcare Capital Management first reported a position in SWFT in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 217 funds tracked by Wall St. Rank hold SWFT as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Swift Transportation Company position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,653 Swift Transportation Company shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Swift Transportation Company in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Swift Transportation Company position peaked at $0 in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Swift Transportation Company as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.