LWM
SWN

LBA Wealth Management’s Southwestern Energy Company SWN Stock Holding History

LBA Wealth 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
2014
Q1 		– Sell
-100
Closed -$4K – 273
2013
Q4 		$4K Buy
+100
New +$3.75K ﹤0.01% 245

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

LBA Wealth Management's SWN Position: Q1 2014 in Review

LBA Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2014, closing a stake of 100 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in SWN in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 492 funds tracked by Wall St. Rank hold SWN as of Q1 2014.

  • LBA Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2014 after selling out during the quarter.
  • LBA Wealth Management sold 100 Southwestern Energy Company shares in Q1 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in Southwestern Energy Company in Q4 2013 and held it in 1 quarter.
  • LBA Wealth Management's Southwestern Energy Company position peaked at $4K in Q4 2013.
  • 492 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2014.

Based on LBA Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.