WT
SFY

Whittier Trust’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Whittier Trust’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
Q1 		– Sell
-150
Closed -$2K – 1111
2013
Q4 		$2K Hold
150
– – ﹤0.01% 1039
2013
Q3 		$2K Hold
150
– – ﹤0.01% 1029
2013
Q2 		$2K Buy
+150
New +$2.03K ﹤0.01% 1031

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
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

Whittier Trust's SFY Position: Q1 2014 in Review

Whittier Trust sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2014, closing a stake of 150 shares — an estimated $2K sold.

Whittier Trust first reported a position in SFY in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q1 2014.

  • Whittier Trust reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2014 after selling out during the quarter.
  • Whittier Trust sold 150 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2014, an estimated $2K.
  • Whittier Trust first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 3 quarters.
  • Whittier Trust's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $2K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2014.

Based on Whittier Trust's 13F filing for Q1 2014, filed 1 May 2014.