FANJ
SWN

Financial Architects (New Jersey)’s Southwestern Energy Company SWN Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-3,750
Closed -$18K – 1509
2019
Q1 		$18K Buy
3,750
+100
+3% +$432 ﹤0.01% 932
2018
Q4 		$12K Buy
3,650
+800
+28% +$3.93K ﹤0.01% 964
2018
Q3 		$15K Sell
2,850
-6,600
-70% -$35K ﹤0.01% 1003
2018
Q2 		$50K Sell
9,450
-600
-6% -$2.78K 0.01% 575
2018
Q1 		$44K Buy
10,050
+600
+6% +$2.69K 0.01% 647
2017
Q4 		$53K Sell
9,450
-800
-8% -$4.65K 0.01% 670
2017
Q3 		$63K Hold
10,250
– – 0.01% 616
2017
Q2 		$62K Buy
10,250
+1,600
+18% +$11.1K 0.01% 612
2017
Q1 		$71K Buy
8,650
+5,323
+160% +$46.1K 0.01% 560
2016
Q4 		$36K Buy
3,327
+1,259
+61% +$14.4K 0.01% 674
2016
Q3 		$29K Sell
2,068
-800
-28% -$11.1K 0.01% 747
2016
Q2 		$36K Buy
2,868
+2,584
+910% +$31.3K 0.01% 629
2016
Q1 		$2K Buy
+284
New +$2.18K ﹤0.01% 1090
2015
Q3 		– Sell
-46
Closed -$1K – 965
2015
Q2 		$1K Buy
+46
New +$1.18K ﹤0.01% 1196

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Architects (New Jersey)'s SWN Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 3,750 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in SWN in Q2 2015 and held it in 14 quarters. The position peaked at $71K in Q1 2017. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,750 Southwestern Energy Company shares in Q2 2019, an estimated $18K.
  • Financial Architects (New Jersey) first reported a position in Southwestern Energy Company in Q2 2015 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s Southwestern Energy Company position peaked at $71K in Q1 2017.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.