GWM
SWN

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

Greenwich 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
2020
Q2 		– Sell
-19,707
Closed -$33K – 198
2020
Q1 		$33K Sell
19,707
-7,850
-28% -$13.6K 0.01% 181
2019
Q4 		$67K Buy
27,557
+10,817
+65% +$22.4K 0.01% 187
2019
Q3 		$32K Buy
16,740
+6,091
+57% +$13.1K 0.01% 178
2019
Q2 		$34K Sell
10,649
-75
-0.7% -$291 0.01% 194
2019
Q1 		$50K Sell
10,724
-1,842
-15% -$7.96K 0.01% 188
2018
Q4 		$43K Buy
+12,566
New +$61.8K 0.01% 180

Other funds holding SWN

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
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
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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenwich Wealth Management's SWN Position: Q2 2020 in Review

Greenwich Wealth Management sold out of Southwestern Energy Company (SWN) in Q2 2020, closing a stake of 19,707 shares — an estimated $33K sold.

Greenwich Wealth Management first reported a position in SWN in Q4 2018 and held it in 6 quarters. The position peaked at $67K in Q4 2019. 272 funds tracked by Wall St. Rank hold SWN as of Q2 2020.

  • Greenwich Wealth Management reported no remaining Southwestern Energy Company position as of Q2 2020 after selling out during the quarter.
  • Greenwich Wealth Management sold 19,707 Southwestern Energy Company shares in Q2 2020, an estimated $33K.
  • Greenwich Wealth Management first reported a position in Southwestern Energy Company in Q4 2018 and held it in 6 quarters.
  • Greenwich Wealth Management's Southwestern Energy Company position peaked at $67K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2020.

Based on Greenwich Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.