Berman Capital Advisors’s Southwestern Energy Company SWN Stock Holding History

Berman Capital 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
2021 Q3	$13K	Hold	2,418	–	–	﹤0.01%	1112
2021 Q2	$13K	Sell	2,418 -163	-6%	-$802	﹤0.01%	1069
2021 Q1	$12K	Sell	2,581 -579	-18%	-$2.34K	﹤0.01%	984
2020 Q4	$9K	Hold	3,160	–	–	﹤0.01%	974
2020 Q3	$7K	Hold	3,160	–	–	﹤0.01%	948
2020 Q2	$8K	Sell	3,160 -1,000	-24%	-$2.85K	﹤0.01%	856
2020 Q1	$6K	Buy	+4,160	New	+$7.22K	﹤0.01%	861
2019 Q3	–	Sell	-238	Closed	–	–	1609
2019 Q2	$0	Sell	238 -165	-41%	-$641	﹤0.01%	1604
2019 Q1	$1K	Buy	403 +165	+69%	+$713	﹤0.01%	1289
2018 Q4	$0	Buy	+238	New	+$1.17K	﹤0.01%	1283

Other funds holding SWN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

YEPX

Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return

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

YEPX

Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's SWN Position: Q3 2021 in Review

Berman Capital Advisors held its Southwestern Energy Company (SWN) position steady in Q3 2021 at 2,418 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Berman Capital Advisors first reported a position in SWN in Q4 2018 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

Berman Capital Advisors held 2,418 shares of Southwestern Energy Company worth $13K as of Q3 2021.
Berman Capital Advisors left its Southwestern Energy Company share count unchanged in Q3 2021.
Southwestern Energy Company made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1112 holding.
Berman Capital Advisors first reported a position in Southwestern Energy Company in Q4 2018 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.