HR
SWN

Howe & Rusling’s Southwestern Energy Company SWN Stock Holding History

Howe & Rusling’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
2017
Q4 		– Sell
-585
Closed -$4K – 901
2017
Q3 		$4K Hold
585
– – ﹤0.01% 637
2017
Q2 		$4K Buy
585
+335
+134% +$2.31K ﹤0.01% 691
2017
Q1 		$2K Buy
250
+96
+62% +$831 ﹤0.01% 878
2016
Q4 		$2K Hold
154
– – ﹤0.01% 901
2016
Q3 		$2K Buy
+154
New +$2.13K ﹤0.01% 897
2015
Q3 		– Sell
-100
Closed -$2K – 1081
2015
Q2 		$2K Hold
100
– – ﹤0.01% 897
2015
Q1 		$2K Hold
100
– – ﹤0.01% 802
2014
Q4 		$3K Sell
100
-268
-73% -$8.61K ﹤0.01% 728
2014
Q3 		$13K Sell
368
-27
-7% -$1.08K ﹤0.01% 455
2014
Q2 		$18K Buy
395
+13
+3% +$602 ﹤0.01% 404
2014
Q1 		$18K Buy
382
+241
+171% +$10.1K ﹤0.01% 475
2013
Q4 		$6K Hold
141
– – ﹤0.01% 586
2013
Q3 		$5K Sell
141
-41
-23% -$1.56K ﹤0.01% 707
2013
Q2 		$7K Buy
+182
New +$6.76K ﹤0.01% 669

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return