CAW
SWN

Cornerstone Advisors (Washington)’s Southwestern Energy Company SWN Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$1K Hold
259
– – ﹤0.01% 705
2020
Q2 		$1K Buy
+259
New +$739 ﹤0.01% 697
2020
Q1 		– Sell
-730
Closed -$2K – 829
2019
Q4 		$2K Hold
730
– – ﹤0.01% 622
2019
Q3 		$1K Buy
+730
New +$1.57K ﹤0.01% 728
2019
Q2 		– Sell
-140
Closed -$1K – 1541
2019
Q1 		$1K Sell
140
-146
-51% -$631 ﹤0.01% 1282
2018
Q4 		$1K Hold
286
– – ﹤0.01% 1133
2018
Q3 		$1K Hold
286
– – ﹤0.01% 1164
2018
Q2 		$2K Hold
286
– – ﹤0.01% 881
2018
Q1 		$1K Buy
+286
New +$1.28K ﹤0.01% 1129
2017
Q2 		– Sell
-871
Closed -$7K – 927
2017
Q1 		$7K Buy
871
+196
+29% +$1.7K ﹤0.01% 653
2016
Q4 		$7K Buy
675
+10
+2% +$114 0.01% 654
2016
Q3 		$9K Buy
665
+46
+7% +$638 0.01% 597
2016
Q2 		$8K Hold
619
– – 0.01% 472
2016
Q1 		$5K Buy
619
+447
+260% +$3.43K 0.01% 575
2015
Q4 		$1K Sell
172
-11
-6% -$108 ﹤0.01% 867
2015
Q3 		$2K Sell
183
-2,777
-94% -$48.2K ﹤0.01% 765
2015
Q2 		$67K Sell
2,960
-2,155
-42% -$55.3K 0.05% 149
2015
Q1 		$119K Buy
5,115
+72
+1% +$1.79K 0.09% 133
2014
Q4 		$138K Buy
5,043
+4,964
+6,284% +$159K 0.1% 132
2014
Q3 		$3K Sell
79
-11
-12% -$440 ﹤0.01% 357
2014
Q2 		$4K Buy
90
+36
+67% +$1.67K ﹤0.01% 344
2014
Q1 		$2K Buy
54
+11
+26% +$461 ﹤0.01% 415
2013
Q4 		$2K Hold
43
– – ﹤0.01% 268
2013
Q3 		$2K Hold
43
– – ﹤0.01% 245
2013
Q2 		$2K Buy
+43
New +$1.6K ﹤0.01% 204

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SWN Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Southwestern Energy Company (SWN) position steady in Q3 2020 at 259 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Cornerstone Advisors (Washington) first reported a position in SWN in Q2 2013 and has held it in 25 quarters since. The position peaked at $138K in Q4 2014. 265 funds tracked by Wall St. Rank hold SWN as of Q3 2020.

  • Cornerstone Advisors (Washington) held 259 shares of Southwestern Energy Company worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Southwestern Energy Company share count unchanged in Q3 2020.
  • Southwestern Energy Company made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #705 holding.
  • Cornerstone Advisors (Washington) first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 25 quarters since.
  • Cornerstone Advisors (Washington)'s Southwestern Energy Company position peaked at $138K in Q4 2014.
  • 265 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.