LA
SWN

Legacy Advisors’s Southwestern Energy Company SWN Stock Holding History

Legacy 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
Q2 		– Sell
-21,000
Closed -$98K – 428
2019
Q1 		$98K Buy
+21,000
New +$90.7K 0.03% 158
2018
Q2 		– Sell
-16,000
Closed -$72K – 462
2018
Q1 		$72K Buy
16,000
+1,000
+7% +$4.49K 0.05% 137
2017
Q4 		$83K Buy
+15,000
New +$87.2K 0.08% 96
2017
Q3 		– Sell
-5,000
Closed -$30K – 364
2017
Q2 		$30K Sell
5,000
-10,000
-67% -$69.1K 0.04% 120
2017
Q1 		$122K Buy
15,000
+14,500
+2,900% +$126K 0.16% 60
2016
Q4 		$5K Buy
+500
New +$5.72K 0.01% 191

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Advisors's SWN Position: Q2 2019 in Review

Legacy Advisors sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 21,000 shares — an estimated $98K sold.

Legacy Advisors first reported a position in SWN in Q4 2016 and held it in 6 quarters. The position peaked at $122K in Q1 2017. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • Legacy Advisors reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 21,000 Southwestern Energy Company shares in Q2 2019, an estimated $98K.
  • Legacy Advisors first reported a position in Southwestern Energy Company in Q4 2016 and held it in 6 quarters.
  • Legacy Advisors's Southwestern Energy Company position peaked at $122K in Q1 2017.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.