CW
SWN

Cobiz Wealth’s Southwestern Energy Company SWN Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-1,757
Closed -$64K – 365
2013
Q2 		$64K Buy
+1,757
New +$65.3K 0.02% 163

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cobiz Wealth's SWN Position: Q3 2013 in Review

Cobiz Wealth sold out of Southwestern Energy Company (SWN) in Q3 2013, closing a stake of 1,757 shares — an estimated $64K sold.

Cobiz Wealth first reported a position in SWN in Q2 2013 and held it in 1 quarter. The position peaked at $64K in Q2 2013. 479 funds tracked by Wall St. Rank hold SWN as of Q3 2013.

  • Cobiz Wealth reported no remaining Southwestern Energy Company position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,757 Southwestern Energy Company shares in Q3 2013, an estimated $64K.
  • Cobiz Wealth first reported a position in Southwestern Energy Company in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Southwestern Energy Company position peaked at $64K in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.