Empirical Finance’s Southwestern Energy Company SWN Stock Holding History

Empirical Finance’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
2019 Q3	–	Sell	-232,671	Closed	-$735K	–	174
2019 Q2	$735K	Buy	232,671 +2,566	+1%	+$9.96K	0.2%	96
2019 Q1	$1.08M	Hold	230,105	–	–	0.27%	69
2018 Q4	$785K	Buy	+230,105	New	+$1.13M	0.23%	91
2018 Q2	–	Sell	-230,105	Closed	-$1.08M	–	206
2018 Q1	$1.08M	Buy	+230,105	New	+$1.03M	0.27%	69
2017 Q1	–	Sell	-155	Closed	-$2K	–	603
2016 Q4	$2K	Buy	+155	New	+$1.77K	﹤0.01%	662

Other funds holding SWN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Empirical Finance's SWN Position: Q3 2019 in Review

Empirical Finance sold out of Southwestern Energy Company (SWN) in Q3 2019, closing a stake of 232,671 shares — an estimated $735K sold.

Empirical Finance first reported a position in SWN in Q4 2016 and held it in 5 quarters. The position peaked at $1.08M in Q1 2019. 277 funds tracked by Wall St. Rank hold SWN as of Q3 2019.

Empirical Finance reported no remaining Southwestern Energy Company position as of Q3 2019 after selling out during the quarter.
Empirical Finance sold 232,671 Southwestern Energy Company shares in Q3 2019, an estimated $735K.
Empirical Finance first reported a position in Southwestern Energy Company in Q4 2016 and held it in 5 quarters.
Empirical Finance's Southwestern Energy Company position peaked at $1.08M in Q1 2019.
277 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2019.

Based on Empirical Finance's 13F filing for Q3 2019, filed 30 Oct 2019.