CI
SWN

Constellation Investments’s Southwestern Energy Company SWN Stock Holding History

Constellation Investments’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
-6,900
Closed -$241K – 422
2014
Q3 		$241K Buy
6,900
+200
+3% +$8K 0.05% 358
2014
Q2 		$305K Buy
6,700
+100
+2% +$4.63K 0.07% 312
2014
Q1 		$304K Buy
6,600
+200
+3% +$8.39K 0.07% 298
2013
Q4 		$252K Buy
6,400
+400
+7% +$15K 0.06% 335
2013
Q3 		$218K Buy
6,000
+400
+7% +$15.2K 0.07% 330
2013
Q2 		$205K Buy
+5,600
New +$208K 0.07% 311

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

Constellation Investments's SWN Position: Q4 2014 in Review

Constellation Investments sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 6,900 shares — an estimated $241K sold.

Constellation Investments first reported a position in SWN in Q2 2013 and held it in 6 quarters. The position peaked at $305K in Q2 2014. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

  • Constellation Investments reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
  • Constellation Investments sold 6,900 Southwestern Energy Company shares in Q4 2014, an estimated $241K.
  • Constellation Investments first reported a position in Southwestern Energy Company in Q2 2013 and held it in 6 quarters.
  • Constellation Investments's Southwestern Energy Company position peaked at $305K in Q2 2014.
  • 489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Constellation Investments's 13F filing for Q4 2014, filed 28 Jan 2015.