DY
SWN

Dowling & Yahnke’s Southwestern Energy Company SWN Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-10,600
Closed -$26K – 392
2019
Q4 		$26K Buy
+10,600
New +$21.9K ﹤0.01% 332

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dowling & Yahnke's SWN Position: Q1 2020 in Review

Dowling & Yahnke sold out of Southwestern Energy Company (SWN) in Q1 2020, closing a stake of 10,600 shares — an estimated $26K sold.

Dowling & Yahnke first reported a position in SWN in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 273 funds tracked by Wall St. Rank hold SWN as of Q1 2020.

  • Dowling & Yahnke reported no remaining Southwestern Energy Company position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 10,600 Southwestern Energy Company shares in Q1 2020, an estimated $26K.
  • Dowling & Yahnke first reported a position in Southwestern Energy Company in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Southwestern Energy Company position peaked at $26K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.