KLI
SWN

Kelman-Lazarov Inc’s Southwestern Energy Company SWN Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-500
Closed -$4K – 391
2016
Q1 		$4K Buy
+500
New +$3.83K ﹤0.01% 312

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kelman-Lazarov Inc's SWN Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of Southwestern Energy Company (SWN) in Q2 2016, closing a stake of 500 shares — an estimated $4K sold.

Kelman-Lazarov Inc first reported a position in SWN in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 429 funds tracked by Wall St. Rank hold SWN as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining Southwestern Energy Company position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 500 Southwestern Energy Company shares in Q2 2016, an estimated $4K.
  • Kelman-Lazarov Inc first reported a position in Southwestern Energy Company in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Southwestern Energy Company position peaked at $4K in Q1 2016.
  • 429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.