FWM
SWN

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

Focused 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
2017
Q1 		– Sell
-6,100
Closed -$66K – 736
2016
Q4 		$66K Hold
6,100
– – 0.03% 245
2016
Q3 		$84K Buy
+6,100
New +$84.6K 0.04% 218

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Focused Wealth Management's SWN Position: Q1 2017 in Review

Focused Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2017, closing a stake of 6,100 shares — an estimated $66K sold.

Focused Wealth Management first reported a position in SWN in Q3 2016 and held it in 2 quarters. The position peaked at $84K in Q3 2016. 429 funds tracked by Wall St. Rank hold SWN as of Q1 2017.

  • Focused Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2017 after selling out during the quarter.
  • Focused Wealth Management sold 6,100 Southwestern Energy Company shares in Q1 2017, an estimated $66K.
  • Focused Wealth Management first reported a position in Southwestern Energy Company in Q3 2016 and held it in 2 quarters.
  • Focused Wealth Management's Southwestern Energy Company position peaked at $84K in Q3 2016.
  • 429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.