Wells Fargo
SFY

Wells Fargo’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Wells Fargo’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
2015
Q4 		– Sell
-1,520
Closed – – 6667
2015
Q3 		$0 Sell
1,520
-7,683
-83% -$5.42K ﹤0.01% 6714
2015
Q2 		$19K Sell
9,203
-1,075
-10% -$2.65K ﹤0.01% 5625
2015
Q1 		$22K Sell
10,278
-274,117
-96% -$711K ﹤0.01% 5351
2014
Q4 		$1.15M Sell
284,395
-52,563
-16% -$314K ﹤0.01% 3416
2014
Q3 		$3.23M Sell
336,958
-328,872
-49% -$3.73M ﹤0.01% 2662
2014
Q2 		$8.64M Sell
665,830
-247,952
-27% -$2.83M ﹤0.01% 1918
2014
Q1 		$9.83M Buy
913,782
+282,592
+45% +$3.3M ﹤0.01% 1812
2013
Q4 		$8.52M Buy
631,190
+263,193
+72% +$3.47M ﹤0.01% 1837
2013
Q3 		$4.2M Sell
367,997
-378,558
-51% -$4.54M ﹤0.01% 2321
2013
Q2 		$8.95M Buy
+746,555
New +$10.1M ﹤0.01% 1666

Other funds holding SFY

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

Wells Fargo's SFY Position: Q4 2015 in Review

Wells Fargo sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2015, closing a stake of 1,520 shares.

Wells Fargo first reported a position in SFY in Q2 2013 and held it in 10 quarters. The position peaked at $9.83M in Q1 2014. 12 funds tracked by Wall St. Rank hold SFY as of Q4 2015.

  • Wells Fargo reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2015 after selling out during the quarter.
  • Wells Fargo sold 1,520 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2015.
  • Wells Fargo first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 10 quarters.
  • Wells Fargo's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $9.83M in Q1 2014.
  • 12 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2015.

Based on Wells Fargo's 13F filing for Q4 2015, filed 9 Feb 2016.