JIR
SWN

James Investment Research’s Southwestern Energy Company SWN Stock Holding History

James Investment Research’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
2019
Q3 		– Sell
-51,480
Closed -$163K – 664
2019
Q2 		$163K Sell
51,480
-159,420
-76% -$619K 0.01% 395
2019
Q1 		$989K Sell
210,900
-147,135
-41% -$636K 0.06% 212
2018
Q4 		$1.22M Sell
358,035
-70,458
-16% -$347K 0.08% 224
2018
Q3 		$2.19M Sell
428,493
-108,789
-20% -$577K 0.09% 279
2018
Q2 		$2.85M Buy
+537,282
New +$2.49M 0.11% 188

Other funds holding SWN

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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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return