LFA
SWN

Legacy Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Legacy Financial 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
-167
Closed -$1K – 946
2019
Q1 		$1K Hold
167
– – ﹤0.01% 1033
2018
Q4 		$1K Buy
+167
New +$821 ﹤0.01% 948

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 Financial Advisors's SWN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 167 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in SWN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 167 Southwestern Energy Company shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Southwestern Energy Company in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Southwestern Energy Company position peaked at $1K in Q1 2019.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.