DWM
SWN

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

Dynasty 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
2018
Q4 		– Sell
-14,403
Closed -$74K – 115
2018
Q3 		$74K Buy
+14,403
New +$76.4K 0.1% 118

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dynasty Wealth Management's SWN Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2018, closing a stake of 14,403 shares — an estimated $74K sold.

Dynasty Wealth Management first reported a position in SWN in Q3 2018 and held it in 1 quarter. The position peaked at $74K in Q3 2018. 334 funds tracked by Wall St. Rank hold SWN as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 14,403 Southwestern Energy Company shares in Q4 2018, an estimated $74K.
  • Dynasty Wealth Management first reported a position in Southwestern Energy Company in Q3 2018 and held it in 1 quarter.
  • Dynasty Wealth Management's Southwestern Energy Company position peaked at $74K in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.