HWM
SWN

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

Hohimer 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
Q1 		– Sell
-12,338
Closed -$30K – 235
2019
Q4 		$30K Buy
+12,338
New +$25.5K 0.01% 221

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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

Hohimer Wealth Management's SWN Position: Q1 2020 in Review

Hohimer Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2020, closing a stake of 12,338 shares — an estimated $30K sold.

Hohimer Wealth Management first reported a position in SWN in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 273 funds tracked by Wall St. Rank hold SWN as of Q1 2020.

  • Hohimer Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 12,338 Southwestern Energy Company shares in Q1 2020, an estimated $30K.
  • Hohimer Wealth Management first reported a position in Southwestern Energy Company in Q4 2019 and held it in 1 quarter.
  • Hohimer Wealth Management's Southwestern Energy Company position peaked at $30K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2020.

Based on Hohimer Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.