AWA
SWN

Arete Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Arete Wealth Advisors’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
2016
Q3 		– Sell
-35,091
Closed -$441K – 171
2016
Q2 		$441K Buy
35,091
+1,556
+5% +$18.9K 0.28% 76
2016
Q1 		$271K Buy
+33,535
New +$257K 0.16% 115

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Arete Wealth Advisors's SWN Position: Q3 2016 in Review

Arete Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q3 2016, closing a stake of 35,091 shares — an estimated $441K sold.

Arete Wealth Advisors first reported a position in SWN in Q1 2016 and held it in 2 quarters. The position peaked at $441K in Q2 2016. 437 funds tracked by Wall St. Rank hold SWN as of Q3 2016.

  • Arete Wealth Advisors reported no remaining Southwestern Energy Company position as of Q3 2016 after selling out during the quarter.
  • Arete Wealth Advisors sold 35,091 Southwestern Energy Company shares in Q3 2016, an estimated $441K.
  • Arete Wealth Advisors first reported a position in Southwestern Energy Company in Q1 2016 and held it in 2 quarters.
  • Arete Wealth Advisors's Southwestern Energy Company position peaked at $441K in Q2 2016.
  • 437 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2016.

Based on Arete Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.