AR
SWN

Advisory Research’s Southwestern Energy Company SWN Stock Holding History

Advisory Research’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-12,096
Closed -$38K – 374
2019
Q2 		$38K Hold
12,096
– – ﹤0.01% 362
2019
Q1 		$57K Hold
12,096
– – ﹤0.01% 340
2018
Q4 		$41K Hold
12,096
– – ﹤0.01% 361
2018
Q3 		$62K Hold
12,096
– – ﹤0.01% 359
2018
Q2 		$64K Hold
12,096
– – ﹤0.01% 363
2018
Q1 		$52K Sell
12,096
-9,310
-43% -$41.8K ﹤0.01% 366
2017
Q4 		$119K Hold
21,406
– – ﹤0.01% 405
2017
Q3 		$131K Buy
21,406
+9,310
+77% +$52.8K ﹤0.01% 423
2017
Q2 		$74K Buy
12,096
+1,506
+14% +$10.4K ﹤0.01% 426
2017
Q1 		$87K Sell
10,590
-9,691
-48% -$83.9K ﹤0.01% 395
2016
Q4 		$219K Buy
20,281
+1,168
+6% +$13.4K ﹤0.01% 352
2016
Q3 		$265K Buy
19,113
+88
+0.5% +$1.22K ﹤0.01% 237
2016
Q2 		$239K Sell
19,025
-5,568
-23% -$67.5K ﹤0.01% 242
2016
Q1 		$198K Buy
24,593
+1,733
+8% +$13.3K ﹤0.01% 253
2015
Q4 		$163K Sell
22,860
-5,159
-18% -$50.6K ﹤0.01% 271
2015
Q3 		$356K Sell
28,019
-5,067
-15% -$88K 0.01% 275
2015
Q2 		$752K Sell
33,086
-21
-0.1% -$539 0.01% 254
2015
Q1 		$768K Buy
33,107
+959
+3% +$23.8K 0.01% 265
2014
Q4 		$877K Buy
32,148
+301
+0.9% +$9.67K 0.01% 266
2014
Q3 		$1.11M Buy
31,847
+1,086
+4% +$43.4K 0.01% 243
2014
Q2 		$1.4M Sell
30,761
-652
-2% -$30.2K 0.01% 228
2014
Q1 		$1.45M Buy
31,413
+1,508
+5% +$63.3K 0.01% 209
2013
Q4 		$1.18M Buy
29,905
+200
+0.7% +$7.51K 0.01% 231
2013
Q3 		$1.08M Buy
29,705
+173
+0.6% +$6.57K 0.01% 236
2013
Q2 		$1.08M Buy
+29,532
New +$1.1M 0.01% 238

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Advisory Research's SWN Position: Q3 2019 in Review

Advisory Research sold out of Southwestern Energy Company (SWN) in Q3 2019, closing a stake of 12,096 shares — an estimated $38K sold.

Advisory Research first reported a position in SWN in Q2 2013 and held it in 25 quarters. The position peaked at $1.45M in Q1 2014. 277 funds tracked by Wall St. Rank hold SWN as of Q3 2019.

  • Advisory Research reported no remaining Southwestern Energy Company position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 12,096 Southwestern Energy Company shares in Q3 2019, an estimated $38K.
  • Advisory Research first reported a position in Southwestern Energy Company in Q2 2013 and held it in 25 quarters.
  • Advisory Research's Southwestern Energy Company position peaked at $1.45M in Q1 2014.
  • 277 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.