HHGA
SWN

Halbert Hargrove Global Advisors’s Southwestern Energy Company SWN Stock Holding History

Halbert Hargrove Global 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
2016
Q2 		– Sell
-10,672
Closed -$86K – 81
2016
Q1 		$86K Sell
10,672
-8,746
-45% -$67K 0.03% 79
2015
Q4 		$138K Buy
+19,418
New +$190K 0.06% 96

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Halbert Hargrove Global Advisors's SWN Position: Q2 2016 in Review

Halbert Hargrove Global Advisors sold out of Southwestern Energy Company (SWN) in Q2 2016, closing a stake of 10,672 shares — an estimated $86K sold.

Halbert Hargrove Global Advisors first reported a position in SWN in Q4 2015 and held it in 2 quarters. The position peaked at $138K in Q4 2015. 429 funds tracked by Wall St. Rank hold SWN as of Q2 2016.

  • Halbert Hargrove Global Advisors reported no remaining Southwestern Energy Company position as of Q2 2016 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10,672 Southwestern Energy Company shares in Q2 2016, an estimated $86K.
  • Halbert Hargrove Global Advisors first reported a position in Southwestern Energy Company in Q4 2015 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Southwestern Energy Company position peaked at $138K in Q4 2015.
  • 429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2016.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2016, filed 8 Aug 2016.