BWP
SWN

Baldwin Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Baldwin Wealth 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
2018
Q1 		– Sell
-100
Closed -$1K – 521
2017
Q4 		$1K Hold
100
– – ﹤0.01% 464
2017
Q3 		$1K Hold
100
– – ﹤0.01% 472
2017
Q2 		$1K Hold
100
– – ﹤0.01% 464
2017
Q1 		$1K Hold
100
– – ﹤0.01% 484
2016
Q4 		$1K Hold
100
– – ﹤0.01% 505
2016
Q3 		$1K Hold
100
– – ﹤0.01% 525
2016
Q2 		$1K Hold
100
– – ﹤0.01% 451
2016
Q1 		$1K Buy
+100
New +$766 ﹤0.01% 483

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Baldwin Wealth Partners's SWN Position: Q1 2018 in Review

Baldwin Wealth Partners sold out of Southwestern Energy Company (SWN) in Q1 2018, closing a stake of 100 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in SWN in Q1 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2017. 352 funds tracked by Wall St. Rank hold SWN as of Q1 2018.

  • Baldwin Wealth Partners reported no remaining Southwestern Energy Company position as of Q1 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Southwestern Energy Company shares in Q1 2018, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Southwestern Energy Company in Q1 2016 and held it in 8 quarters.
  • Baldwin Wealth Partners's Southwestern Energy Company position peaked at $1K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2018.

Based on Baldwin Wealth Partners's 13F filing for Q1 2018, filed 16 Apr 2018.