Advisor Group’s Southwestern Energy Company SWNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-328
Closed -$4K 5223
2017
Q4
$4K Sell
328
-190
-37% -$2.53K ﹤0.01% 4542
2017
Q3
$7K Buy
518
+58
+13% +$794 ﹤0.01% 4167
2017
Q2
$7K Buy
460
+277
+151% +$4.73K ﹤0.01% 4135
2017
Q1
$4K Sell
183
-111
-38% -$2.37K ﹤0.01% 4253
2016
Q4
$7K Sell
294
-324
-52% -$8.87K ﹤0.01% 3810
2016
Q3
$20K Buy
618
+203
+49% +$6.55K ﹤0.01% 3166
2016
Q2
$10K Buy
+415
New +$12K ﹤0.01% 3508

Advisor Group's SWNC Position: Q1 2018 in Review

Advisor Group sold out of Southwestern Energy Company (SWNC) in Q1 2018, closing a stake of 328 shares — an estimated $4K sold.

Advisor Group first reported a position in SWNC in Q2 2016 and held it in 7 quarters. The position peaked at $20K in Q3 2016. 0 funds tracked by Wall St. Rank hold SWNC as of Q1 2018.

  • Advisor Group reported no remaining Southwestern Energy Company position as of Q1 2018 after selling out during the quarter.
  • Advisor Group sold 328 Southwestern Energy Company shares in Q1 2018, an estimated $4K.
  • Advisor Group first reported a position in Southwestern Energy Company in Q2 2016 and held it in 7 quarters.
  • Advisor Group's Southwestern Energy Company position peaked at $20K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.