JA
SWN

JOYN Advisors’s Southwestern Energy Company SWN Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-1,114
Closed -$4K – 1497
2018
Q4 		$4K Sell
1,114
-3,935
-78% -$19.4K ﹤0.01% 1350
2018
Q3 		$26K Buy
5,049
+75
+2% +$398 ﹤0.01% 598
2018
Q2 		$26K Buy
4,974
+811
+19% +$3.75K 0.01% 597
2018
Q1 		$18K Buy
+4,163
New +$18.7K ﹤0.01% 698

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's SWN Position: Q1 2019 in Review

JOYN Advisors sold out of Southwestern Energy Company (SWN) in Q1 2019, closing a stake of 1,114 shares — an estimated $4K sold.

JOYN Advisors first reported a position in SWN in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q3 2018. 327 funds tracked by Wall St. Rank hold SWN as of Q1 2019.

  • JOYN Advisors reported no remaining Southwestern Energy Company position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,114 Southwestern Energy Company shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Southwestern Energy Company in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Southwestern Energy Company position peaked at $26K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.