BA
SWN

Broadview Advisors’s Southwestern Energy Company SWN Stock Holding History

Broadview 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
2014
Q4 		– Sell
-22,250
Closed -$778K – 100
2014
Q3 		$778K Sell
22,250
-450
-2% -$18K 0.09% 83
2014
Q2 		$1.03M Buy
22,700
+2,800
+14% +$130K 0.1% 84
2014
Q1 		$916K Sell
19,900
-1,500
-7% -$62.9K 0.09% 88
2013
Q4 		$842K Buy
+21,400
New +$804K 0.09% 88

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Broadview Advisors's SWN Position: Q4 2014 in Review

Broadview Advisors sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 22,250 shares — an estimated $778K sold.

Broadview Advisors first reported a position in SWN in Q4 2013 and held it in 4 quarters. The position peaked at $1.03M in Q2 2014. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

  • Broadview Advisors reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
  • Broadview Advisors sold 22,250 Southwestern Energy Company shares in Q4 2014, an estimated $778K.
  • Broadview Advisors first reported a position in Southwestern Energy Company in Q4 2013 and held it in 4 quarters.
  • Broadview Advisors's Southwestern Energy Company position peaked at $1.03M in Q2 2014.
  • 489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Broadview Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.