Investors Capital Advisory Services’s Southwestern Energy Company SWNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-11,226
Closed -$208K 752
2015
Q4
$208K Buy
11,226
+437
+4% +$11.1K 0.04% 571
2015
Q3
$334K Buy
10,789
+634
+6% +$25.6K 0.07% 405
2015
Q2
$500K Buy
10,155
+2,539
+33% +$141K 0.09% 316
2015
Q1
$383K Buy
+7,616
New +$411K 0.07% 384

Other funds holding SWNC

Investors Capital Advisory Services's SWNC Position: Q1 2016 in Review

Investors Capital Advisory Services sold out of Southwestern Energy Company (SWNC) in Q1 2016, closing a stake of 11,226 shares — an estimated $208K sold.

Investors Capital Advisory Services first reported a position in SWNC in Q1 2015 and held it in 4 quarters. The position peaked at $500K in Q2 2015. 53 funds tracked by Wall St. Rank hold SWNC as of Q1 2016.

  • Investors Capital Advisory Services reported no remaining Southwestern Energy Company position as of Q1 2016 after selling out during the quarter.
  • Investors Capital Advisory Services sold 11,226 Southwestern Energy Company shares in Q1 2016, an estimated $208K.
  • Investors Capital Advisory Services first reported a position in Southwestern Energy Company in Q1 2015 and held it in 4 quarters.
  • Investors Capital Advisory Services's Southwestern Energy Company position peaked at $500K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2016.

Based on Investors Capital Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.