WIC
SFY

Woodmont Investment Counsel’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Woodmont Investment Counsel’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
-71,096
Closed -$812K – 204
2013
Q3 		$812K Buy
71,096
+1,000
+1% +$12K 0.3% 92
2013
Q2 		$840K Buy
+70,096
New +$950K 0.28% 104

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 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Woodmont Investment Counsel's SFY Position: Q4 2013 in Review

Woodmont Investment Counsel sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q4 2013, closing a stake of 71,096 shares — an estimated $812K sold.

Woodmont Investment Counsel first reported a position in SFY in Q2 2013 and held it in 2 quarters. The position peaked at $840K in Q2 2013. 154 funds tracked by Wall St. Rank hold SFY as of Q4 2013.

  • Woodmont Investment Counsel reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q4 2013 after selling out during the quarter.
  • Woodmont Investment Counsel sold 71,096 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q4 2013, an estimated $812K.
  • Woodmont Investment Counsel first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q2 2013 and held it in 2 quarters.
  • Woodmont Investment Counsel's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $840K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q4 2013.

Based on Woodmont Investment Counsel's 13F filing for Q4 2013, filed 13 Feb 2014.