Beese Fulmer Investment Management’s Southwestern Energy Company SWN Stock Holding History

Beese Fulmer Investment 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
2014 Q4	–	Sell	-9,905	Closed	-$346K	–	162
2014 Q3	$346K	Sell	9,905 -2,770	-22%	-$111K	0.11%	117
2014 Q2	$577K	Hold	12,675	–	–	0.19%	100
2014 Q1	$583K	Buy	12,675 +2,600	+26%	+$109K	0.2%	95
2013 Q4	$396K	Sell	10,075 -10	-0.1%	-$376	0.14%	107
2013 Q3	$367K	Sell	10,085 -25	-0.2%	-$949	0.14%	107
2013 Q2	$369K	Buy	+10,110	New	+$376K	0.16%	103

Other funds holding SWN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beese Fulmer Investment Management's SWN Position: Q4 2014 in Review

Beese Fulmer Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 9,905 shares — an estimated $346K sold.

Beese Fulmer Investment Management first reported a position in SWN in Q2 2013 and held it in 6 quarters. The position peaked at $583K in Q1 2014. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

Beese Fulmer Investment Management reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
Beese Fulmer Investment Management sold 9,905 Southwestern Energy Company shares in Q4 2014, an estimated $346K.
Beese Fulmer Investment Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 6 quarters.
Beese Fulmer Investment Management's Southwestern Energy Company position peaked at $583K in Q1 2014.
489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2014, filed 20 Jan 2015.