CWM
SWN

Concert Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Concert Wealth Management’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
2015
Q3 		– Sell
-10,628
Closed -$242K – 748
2015
Q2 		$242K Sell
10,628
-699
-6% -$17.9K 0.03% 574
2015
Q1 		$223K Sell
11,327
-587
-5% -$14.6K 0.06% 369
2014
Q4 		$327K Sell
11,914
-1,724
-13% -$55.4K 0.05% 427
2014
Q3 		$473K Sell
13,638
-372
-3% -$14.9K 0.06% 278
2014
Q2 		$611K Buy
14,010
+85
+0.6% +$3.94K 0.07% 232
2014
Q1 		$639K Sell
13,925
-1,227
-8% -$51.5K 0.08% 219
2013
Q4 		$596K Sell
15,152
-557
-4% -$20.9K 0.08% 222
2013
Q3 		$575K Sell
15,709
-158
-1% -$6K 0.08% 227
2013
Q2 		$584K Buy
+15,867
New +$589K 0.09% 193

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BBHC
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