FWM
SWN

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

Frontier 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
2019
Q1 		– Sell
-12,563
Closed -$43K – 385
2018
Q4 		$43K Sell
12,563
-3,448
-22% -$17K 0.01% 356
2018
Q3 		$82K Sell
16,011
-1,370
-8% -$7.26K 0.01% 381
2018
Q2 		$92K Buy
17,381
+2,252
+15% +$10.4K 0.01% 370
2018
Q1 		$66K Buy
+15,129
New +$67.9K 0.01% 380

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Frontier Wealth Management's SWN Position: Q1 2019 in Review

Frontier Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2019, closing a stake of 12,563 shares — an estimated $43K sold.

Frontier Wealth Management first reported a position in SWN in Q1 2018 and held it in 4 quarters. The position peaked at $92K in Q2 2018. 327 funds tracked by Wall St. Rank hold SWN as of Q1 2019.

  • Frontier Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 12,563 Southwestern Energy Company shares in Q1 2019, an estimated $43K.
  • Frontier Wealth Management first reported a position in Southwestern Energy Company in Q1 2018 and held it in 4 quarters.
  • Frontier Wealth Management's Southwestern Energy Company position peaked at $92K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2019.

Based on Frontier Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.