CA
SWN

Claro Advisors’s Southwestern Energy Company SWN Stock Holding History

Claro 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
2019
Q1 		– Sell
-151
Closed -$1K – 981
2018
Q4 		$1K Buy
+151
New +$743 ﹤0.01% 1083

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claro Advisors's SWN Position: Q1 2019 in Review

Claro Advisors sold out of Southwestern Energy Company (SWN) in Q1 2019, closing a stake of 151 shares — an estimated $1K sold.

Claro Advisors first reported a position in SWN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 327 funds tracked by Wall St. Rank hold SWN as of Q1 2019.

  • Claro Advisors reported no remaining Southwestern Energy Company position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 151 Southwestern Energy Company shares in Q1 2019, an estimated $1K.
  • Claro Advisors first reported a position in Southwestern Energy Company in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Southwestern Energy Company position peaked at $1K in Q4 2018.
  • 327 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.