Appleton Partners’s Southwestern Energy Company SWN Stock Holding History

Appleton Partners’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
2015 Q3	–	Sell	-11,215	Closed	-$255K	–	204
2015 Q2	$255K	Sell	11,215 -4,863	-30%	-$125K	0.06%	163
2015 Q1	$373K	Sell	16,078 -4,875	-23%	-$121K	0.08%	143
2014 Q4	$572K	Sell	20,953 -1,863	-8%	-$59.9K	0.13%	113
2014 Q3	$797K	Sell	22,816 -400	-2%	-$16K	0.19%	98
2014 Q2	$1.06M	Sell	23,216 -815	-3%	-$37.8K	0.25%	88
2014 Q1	$1.11M	Buy	24,031 +1,190	+5%	+$49.9K	0.26%	82
2013 Q4	$898K	Sell	22,841 -1,050	-4%	-$39.4K	0.22%	87
2013 Q3	$869K	Sell	23,891 -15,260	-39%	-$579K	0.23%	81
2013 Q2	$1.43M	Buy	+39,151	New	+$1.45M	0.41%	58

Other funds holding SWN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Appleton Partners's SWN Position: Q3 2015 in Review

Appleton Partners sold out of Southwestern Energy Company (SWN) in Q3 2015, closing a stake of 11,215 shares — an estimated $255K sold.

Appleton Partners first reported a position in SWN in Q2 2013 and held it in 9 quarters. The position peaked at $1.43M in Q2 2013. 411 funds tracked by Wall St. Rank hold SWN as of Q3 2015.

Appleton Partners reported no remaining Southwestern Energy Company position as of Q3 2015 after selling out during the quarter.
Appleton Partners sold 11,215 Southwestern Energy Company shares in Q3 2015, an estimated $255K.
Appleton Partners first reported a position in Southwestern Energy Company in Q2 2013 and held it in 9 quarters.
Appleton Partners's Southwestern Energy Company position peaked at $1.43M in Q2 2013.
411 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2015.

Based on Appleton Partners's 13F filing for Q3 2015, filed 15 Oct 2015.