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

Evercore 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
2020 Q2	–	Sell	-10,000	Closed	-$17K	–	388
2020 Q1	$17K	Hold	10,000	–	–	﹤0.01%	360
2019 Q4	$24K	Sell	10,000 -20,000	-67%	-$41.3K	﹤0.01%	402
2019 Q3	$58K	Buy	+30,000	New	+$64.4K	﹤0.01%	399
2019 Q1	–	Sell	-10,000	Closed	-$34K	–	410
2018 Q4	$34K	Hold	10,000	–	–	﹤0.01%	368
2018 Q3	$51K	Hold	10,000	–	–	﹤0.01%	421
2018 Q2	$53K	Hold	10,000	–	–	﹤0.01%	402
2018 Q1	$43K	Hold	10,000	–	–	﹤0.01%	347
2017 Q4	$56K	Hold	10,000	–	–	﹤0.01%	564
2017 Q3	$61K	Hold	10,000	–	–	﹤0.01%	550
2017 Q2	$61K	Sell	10,000 -259	-3%	-$1.79K	﹤0.01%	554
2017 Q1	$84K	Sell	10,259 -1,705	-14%	-$14.8K	﹤0.01%	514
2016 Q4	$129K	Hold	11,964	–	–	0.01%	449
2016 Q3	$166K	Hold	11,964	–	–	0.01%	412
2016 Q2	$151K	Buy	11,964 +259	+2%	+$3.14K	0.01%	408
2016 Q1	$94K	Hold	11,705	–	–	﹤0.01%	466
2015 Q4	$83K	Buy	11,705 +1,705	+17%	+$16.7K	﹤0.01%	507
2015 Q3	$127K	Hold	10,000	–	–	0.01%	454
2015 Q2	$227K	Hold	10,000	–	–	0.01%	399
2015 Q1	$232K	Sell	10,000 -33	-0.3%	-$819	0.01%	389
2014 Q4	$274K	Buy	10,033 +33	+0.3%	+$1.06K	0.01%	318
2014 Q3	$350K	Hold	10,000	–	–	0.02%	314
2014 Q2	$455K	Hold	10,000	–	–	0.02%	281
2014 Q1	$460K	Hold	10,000	–	–	0.03%	268
2013 Q4	$393K	Sell	10,000 -103	-1%	-$3.87K	0.02%	290
2013 Q3	$368K	Sell	10,103 -29,397	-74%	-$1.12M	0.02%	319
2013 Q2	$1.44M	Buy	+39,500	New	+$1.47M	0.08%	179

Other funds holding SWN

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

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SWN Position: Q2 2020 in Review

Evercore Wealth Management sold out of Southwestern Energy Company (SWN) in Q2 2020, closing a stake of 10,000 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in SWN in Q2 2013 and held it in 26 quarters. The position peaked at $1.44M in Q2 2013. 272 funds tracked by Wall St. Rank hold SWN as of Q2 2020.

Evercore Wealth Management reported no remaining Southwestern Energy Company position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 10,000 Southwestern Energy Company shares in Q2 2020, an estimated $17K.
Evercore Wealth Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 26 quarters.
Evercore Wealth Management's Southwestern Energy Company position peaked at $1.44M in Q2 2013.
272 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.