WCM
SFY

Wedge Capital Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Wedge Capital Management’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
Q4 		– Sell
-864,125
Closed -$8.3M – 615
2014
Q3 		$8.3M Buy
864,125
+1,350
+0.2% +$15.3K 0.09% 244
2014
Q2 		$11.2M Buy
862,775
+3,520
+0.4% +$40.1K 0.11% 225
2014
Q1 		$9.25M Buy
859,255
+791,555
+1,169% +$9.24M 0.1% 235
2013
Q4 		$914K Buy
+67,700
New +$893K 0.01% 333

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Wedge Capital Management's SFY Position: Q4 2014 in Review

Wedge Capital Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2014, closing a stake of 864,125 shares — an estimated $8.3M sold.

Wedge Capital Management first reported a position in SFY in Q4 2013 and held it in 4 quarters. The position peaked at $11.2M in Q2 2014. 143 funds tracked by Wall St. Rank hold SFY as of Q4 2014.

  • Wedge Capital Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2014 after selling out during the quarter.
  • Wedge Capital Management sold 864,125 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2014, an estimated $8.3M.
  • Wedge Capital Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and held it in 4 quarters.
  • Wedge Capital Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $11.2M in Q2 2014.
  • 143 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2014.

Based on Wedge Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.