Independent Portfolio Consultants’s Southwestern Energy Company SWN Stock Holding History

Independent Portfolio Consultants’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
2015 Q4	–	Sell	-41,328	Closed	-$524K	–	817
2015 Q3	$524K	Buy	41,328 +1,810	+5%	+$31.4K	0.11%	238
2015 Q2	$898K	Buy	39,518 +24,405	+161%	+$626K	0.18%	174
2015 Q1	$350K	Sell	15,113 -25	-0.2%	-$621	0.07%	287
2014 Q4	$413K	Buy	15,138 +8,016	+113%	+$258K	0.08%	273
2014 Q3	$249K	Buy	7,122 +3,242	+84%	+$130K	0.07%	434
2014 Q2	$177K	Sell	3,880 -785	-17%	-$36.4K	0.05%	459
2014 Q1	$214K	Sell	4,665 -1,585	-25%	-$66.5K	0.07%	430
2013 Q4	$246K	Buy	+6,250	New	+$235K	0.09%	402

Other funds holding SWN

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Independent Portfolio Consultants's SWN Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Southwestern Energy Company (SWN) in Q4 2015, closing a stake of 41,328 shares — an estimated $524K sold.

Independent Portfolio Consultants first reported a position in SWN in Q4 2013 and held it in 8 quarters. The position peaked at $898K in Q2 2015. 416 funds tracked by Wall St. Rank hold SWN as of Q4 2015.

Independent Portfolio Consultants reported no remaining Southwestern Energy Company position as of Q4 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 41,328 Southwestern Energy Company shares in Q4 2015, an estimated $524K.
Independent Portfolio Consultants first reported a position in Southwestern Energy Company in Q4 2013 and held it in 8 quarters.
Independent Portfolio Consultants's Southwestern Energy Company position peaked at $898K in Q2 2015.
416 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.