CEMP
SWN

Compass Efficient Model Portfolios’s Southwestern Energy Company SWN Stock Holding History

Compass Efficient Model Portfolios’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
Q4 		$20K Buy
+500
New +$18.8K 0.75% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Compass Efficient Model Portfolios's SWN Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in Southwestern Energy Company (SWN) in Q4 2013: 500 shares worth $20K. The stake represents 0.75% of the portfolio and ranks #43 among its holdings.

479 funds tracked by Wall St. Rank hold SWN as of Q4 2013.

  • Compass Efficient Model Portfolios held 500 shares of Southwestern Energy Company worth $20K as of Q4 2013.
  • Southwestern Energy Company was a new Compass Efficient Model Portfolios position in Q4 2013.
  • Southwestern Energy Company made up 0.75% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #43 holding.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.