WRM
SFY

Westport Resources Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Westport Resources 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
2013
Q4 		– Sell
-275
Closed -$3K – 1188
2013
Q3 		$3K Hold
275
– – ﹤0.01% 1054
2013
Q2 		$3K Buy
+275
New +$3.73K ﹤0.01% 1033

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Westport Resources Management's SFY Position: Q4 2013 in Review

Westport Resources Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2013, closing a stake of 275 shares — an estimated $3K sold.

Westport Resources Management first reported a position in SFY in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 154 funds tracked by Wall St. Rank hold SFY as of Q4 2013.

  • Westport Resources Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2013 after selling out during the quarter.
  • Westport Resources Management sold 275 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2013, an estimated $3K.
  • Westport Resources Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 2 quarters.
  • Westport Resources Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $3K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2013.

Based on Westport Resources Management's 13F filing for Q4 2013, filed 7 Feb 2014.