ZIM
SFY

Zacks Investment Management’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Zacks Investment 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
Q2 		– Sell
-73,859
Closed -$795K – 824
2014
Q1 		$795K Buy
+73,859
New +$863K 0.03% 296

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zacks Investment Management's SFY Position: Q2 2014 in Review

Zacks Investment Management sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q2 2014, closing a stake of 73,859 shares — an estimated $795K sold.

Zacks Investment Management first reported a position in SFY in Q1 2014 and held it in 1 quarter. The position peaked at $795K in Q1 2014. 153 funds tracked by Wall St. Rank hold SFY as of Q2 2014.

  • Zacks Investment Management reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 73,859 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q2 2014, an estimated $795K.
  • Zacks Investment Management first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q1 2014 and held it in 1 quarter.
  • Zacks Investment Management's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $795K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.