BRWM
SWN

B. Riley Wealth Management’s Southwestern Energy Company SWN Stock Holding History

B. Riley Wealth Management’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
Q2 		– Sell
-30,229
Closed -$142K – 443
2019
Q1 		$142K Buy
30,229
+10,609
+54% +$45.8K 0.02% 364
2018
Q4 		$67K Buy
19,620
+2,485
+15% +$12.2K 0.01% 331
2018
Q3 		$88K Buy
+17,135
New +$90.9K 0.02% 310

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Management's SWN Position: Q2 2019 in Review

B. Riley Wealth Management sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 30,229 shares — an estimated $142K sold.

B. Riley Wealth Management first reported a position in SWN in Q3 2018 and held it in 3 quarters. The position peaked at $142K in Q1 2019. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • B. Riley Wealth Management reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 30,229 Southwestern Energy Company shares in Q2 2019, an estimated $142K.
  • B. Riley Wealth Management first reported a position in Southwestern Energy Company in Q3 2018 and held it in 3 quarters.
  • B. Riley Wealth Management's Southwestern Energy Company position peaked at $142K in Q1 2019.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.