Creative Planning’s Southwestern Energy Company SWNC Stock Holding History

Creative Planning’s Portfolio SWNC Stock Details SWNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$15K	–	4483
2017 Q2	$15K	Hold	1,000	–	–	﹤0.01%	3388
2017 Q1	$20K	Hold	1,000	–	–	﹤0.01%	3151
2016 Q4	$25K	Buy	+1,000	New	+$27.4K	﹤0.01%	2946
2016 Q2	–	Sell	-62	Closed	-$1K	–	4640
2016 Q1	$1K	Hold	62	–	–	﹤0.01%	4233
2015 Q4	$1K	Buy	+62	New	+$1.57K	﹤0.01%	4324

Other funds holding SWNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's SWNC Position: Q3 2017 in Review

Creative Planning sold out of Southwestern Energy Company (SWNC) in Q3 2017, closing a stake of 1,000 shares — an estimated $15K sold.

Creative Planning first reported a position in SWNC in Q4 2015 and held it in 5 quarters. The position peaked at $25K in Q4 2016. 40 funds tracked by Wall St. Rank hold SWNC as of Q3 2017.

Creative Planning reported no remaining Southwestern Energy Company position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 Southwestern Energy Company shares in Q3 2017, an estimated $15K.
Creative Planning first reported a position in Southwestern Energy Company in Q4 2015 and held it in 5 quarters.
Creative Planning's Southwestern Energy Company position peaked at $25K in Q4 2016.
40 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.