LJAC
SWN

L.J. Altfest & Co’s Southwestern Energy Company SWN Stock Holding History

L.J. Altfest & Co’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
2015
Q4 		– Sell
-56,773
Closed -$720K – 117
2015
Q3 		$720K Buy
56,773
+400
+0.7% +$6.95K 0.71% 47
2015
Q2 		$1.28M Sell
56,373
-352
-0.6% -$9.03K 1.17% 39
2015
Q1 		$1.31M Buy
+56,725
New +$1.41M 1.22% 39

Other funds holding SWN

SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

L.J. Altfest & Co's SWN Position: Q4 2015 in Review

L.J. Altfest & Co sold out of Southwestern Energy Company (SWN) in Q4 2015, closing a stake of 56,773 shares — an estimated $720K sold.

L.J. Altfest & Co first reported a position in SWN in Q1 2015 and held it in 3 quarters. The position peaked at $1.31M in Q1 2015. 416 funds tracked by Wall St. Rank hold SWN as of Q4 2015.

  • L.J. Altfest & Co reported no remaining Southwestern Energy Company position as of Q4 2015 after selling out during the quarter.
  • L.J. Altfest & Co sold 56,773 Southwestern Energy Company shares in Q4 2015, an estimated $720K.
  • L.J. Altfest & Co first reported a position in Southwestern Energy Company in Q1 2015 and held it in 3 quarters.
  • L.J. Altfest & Co's Southwestern Energy Company position peaked at $1.31M in Q1 2015.
  • 416 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2015.

Based on L.J. Altfest & Co's 13F filing for Q4 2015, filed 19 Feb 2016.