FA
SWN

FDx Advisors’s Southwestern Energy Company SWN Stock Holding History

FDx Advisors’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
-27,605
Closed -$87K – 833
2019
Q2 		$87K Buy
27,605
+3,333
+14% +$12.9K ﹤0.01% 795
2019
Q1 		$114K Buy
+24,272
New +$105K ﹤0.01% 768
2018
Q4 		– Sell
-20,878
Closed -$107K – 852
2018
Q3 		$107K Buy
+20,878
New +$111K ﹤0.01% 864
2018
Q2 		– Sell
-137,977
Closed -$597K – 1126
2018
Q1 		$597K Buy
137,977
+40,599
+42% +$182K 0.02% 681
2017
Q4 		$543K Sell
97,378
-5,698
-6% -$33.1K 0.01% 774
2017
Q3 		$630K Buy
103,076
+5,945
+6% +$33.7K 0.02% 698
2017
Q2 		$591K Buy
97,131
+42,651
+78% +$295K 0.02% 720
2017
Q1 		$445K Buy
+54,480
New +$472K 0.01% 815
2016
Q1 		– Sell
-76,331
Closed -$543K – 960
2015
Q4 		$543K Buy
+76,331
New +$748K 0.02% 537
2015
Q3 		– Sell
-9,878
Closed -$449K – 908
2015
Q2 		$449K Buy
+9,878
New +$253K 0.02% 617
2015
Q1 		– Sell
-20,192
Closed -$551K – 1941
2014
Q4 		$551K Buy
20,192
+6,669
+49% +$214K 0.03% 510
2014
Q3 		$473K Buy
13,523
+731
+6% +$29.2K 0.03% 613
2014
Q2 		$582K Buy
+12,792
New +$593K 0.04% 527

Other funds holding SWN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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