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Genesis Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Genesis Wealth 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
2015
Q2 		$7.39K Sell
325
-100
-24% -$2.56K 0.01% 369
2015
Q1 		$9.71K Hold
425
– – 0.01% 348
2014
Q4 		$11.9K Buy
+425
New +$13.7K 0.01% 363

Other funds holding SWN

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Genesis Wealth Advisors's SWN Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Southwestern Energy Company (SWN) stake by 24% in Q2 2015, selling an estimated $2.56K and leaving 325 shares worth $7.39K. The position accounts for 0.01% of the portfolio, ranked #369.

Genesis Wealth Advisors first reported a position in SWN in Q4 2014 and has held it in 3 quarters since. The position peaked at $11.9K in Q4 2014. 448 funds tracked by Wall St. Rank hold SWN as of Q2 2015.

  • Genesis Wealth Advisors held 325 shares of Southwestern Energy Company worth $7.39K as of Q2 2015.
  • Genesis Wealth Advisors sold 100 Southwestern Energy Company shares in Q2 2015, an estimated $2.56K.
  • Southwestern Energy Company made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #369 holding.
  • Genesis Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Southwestern Energy Company position peaked at $11.9K in Q4 2014.
  • 448 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.