First Personal Financial Services’s Southwestern Energy Company SWN Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-500	Closed	-$3K	–	698
2018 Q2	$3K	Buy	+500	New	+$2.31K	﹤0.01%	624
2017 Q1	–	Sell	-232	Closed	-$3K	–	943
2016 Q4	$3K	Buy	232 +62	+36%	+$710	﹤0.01%	877
2016 Q3	$2K	Buy	170 +120	+240%	+$1.66K	﹤0.01%	775
2016 Q2	$1K	Buy	+50	New	+$606	﹤0.01%	801
2015 Q4	–	Sell	-775	Closed	-$10K	–	500
2015 Q3	$10K	Buy	+775	New	+$13.5K	0.01%	287

Other funds holding SWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

First Personal Financial Services's SWN Position: Q3 2018 in Review

First Personal Financial Services sold out of Southwestern Energy Company (SWN) in Q3 2018, closing a stake of 500 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in SWN in Q3 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2015. 339 funds tracked by Wall St. Rank hold SWN as of Q3 2018.

First Personal Financial Services reported no remaining Southwestern Energy Company position as of Q3 2018 after selling out during the quarter.
First Personal Financial Services sold 500 Southwestern Energy Company shares in Q3 2018, an estimated $3K.
First Personal Financial Services first reported a position in Southwestern Energy Company in Q3 2015 and held it in 5 quarters.
First Personal Financial Services's Southwestern Energy Company position peaked at $10K in Q3 2015.
339 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2018.

Based on First Personal Financial Services's 13F filing for Q3 2018, filed 1 Nov 2018.