JIM
SWN

Jupiter Investment Management’s Southwestern Energy Company SWN Stock Holding History

Jupiter Investment Management’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
2017
Q1 		– Sell
-48,456
Closed -$524K – 491
2016
Q4 		$524K Buy
+48,456
New +$555K 0.01% 257
2016
Q1 		– Sell
-735,150
Closed -$5.23M – 533
2015
Q4 		$5.23M Buy
735,150
+687,550
+1,444% +$6.74M 0.14% 135
2015
Q3 		$604K Buy
+47,600
New +$827K 0.02% 238
2015
Q2 		– Sell
-99,740
Closed -$2.31M – 388
2015
Q1 		$2.31M Sell
99,740
-109,753
-52% -$2.73M 0.07% 140
2014
Q4 		$5.72M Buy
209,493
+139,493
+199% +$4.48M 0.2% 119
2014
Q3 		$2.45M Buy
70,000
+16,600
+31% +$664K 0.12% 138
2014
Q2 		$2.43M Buy
+53,400
New +$2.47M 0.14% 156
2013
Q4 		– Sell
-123,816
Closed -$4.5M – 425
2013
Q3 		$4.5M Sell
123,816
-6,784
-5% -$257K 0.43% 88
2013
Q2 		$4.77M Buy
+130,600
New +$4.85M 0.57% 70

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Jupiter Investment Management's SWN Position: Q1 2017 in Review

Jupiter Investment Management sold out of Southwestern Energy Company (SWN) in Q1 2017, closing a stake of 48,456 shares — an estimated $524K sold.

Jupiter Investment Management first reported a position in SWN in Q2 2013 and held it in 9 quarters. The position peaked at $5.72M in Q4 2014. 429 funds tracked by Wall St. Rank hold SWN as of Q1 2017.

  • Jupiter Investment Management reported no remaining Southwestern Energy Company position as of Q1 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 48,456 Southwestern Energy Company shares in Q1 2017, an estimated $524K.
  • Jupiter Investment Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 9 quarters.
  • Jupiter Investment Management's Southwestern Energy Company position peaked at $5.72M in Q4 2014.
  • 429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2017.

Based on Jupiter Investment Management's 13F filing for Q1 2017, filed 27 Apr 2017.