GWM
SWN

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

Gupta 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
2016
Q1 		– Sell
-174
Closed -$1K – 1303
2015
Q4 		$1K Sell
174
-2,396
-93% -$23.5K ﹤0.01% 1213
2015
Q3 		$33K Buy
+2,570
New +$44.6K 0.01% 540
2015
Q2 		– Sell
-112
Closed -$3K – 1342
2015
Q1 		$3K Buy
+112
New +$2.78K ﹤0.01% 973

Other funds holding SWN

SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's SWN Position: Q1 2016 in Review

Gupta Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2016, closing a stake of 174 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in SWN in Q1 2015 and held it in 3 quarters. The position peaked at $33K in Q3 2015. 390 funds tracked by Wall St. Rank hold SWN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 174 Southwestern Energy Company shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Southwestern Energy Company in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Southwestern Energy Company position peaked at $33K in Q3 2015.
  • 390 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.