Integrated Wealth Management (Palm Desert)’s Southwestern Energy Company SWN Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-205	Closed	-$3K	–	1054
2016 Q3	$3K	Hold	205	–	–	﹤0.01%	1028
2016 Q2	$3K	Hold	205	–	–	﹤0.01%	1028
2016 Q1	$2K	Sell	205 -48	-19%	-$368	﹤0.01%	1039
2015 Q4	$2K	Hold	253	–	–	﹤0.01%	1121
2015 Q3	$3K	Hold	253	–	–	﹤0.01%	1051
2015 Q2	$6K	Hold	253	–	–	﹤0.01%	931
2015 Q1	$5K	Buy	+253	New	+$6.28K	﹤0.01%	949

Other funds holding SWN

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

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

SCP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SWN Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Southwestern Energy Company (SWN) in Q4 2016, closing a stake of 205 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SWN in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q2 2015. 472 funds tracked by Wall St. Rank hold SWN as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Southwestern Energy Company position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 205 Southwestern Energy Company shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Southwestern Energy Company in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Southwestern Energy Company position peaked at $6K in Q2 2015.
472 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.