Lenox Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Lenox Wealth 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
2018 Q3	–	Sell	-60	Closed	–	–	530
2018 Q2	$0	Buy	+60	New	+$278	﹤0.01%	663
2015 Q4	–	Sell	-239	Closed	-$3K	–	569
2015 Q3	$3K	Buy	+239	New	+$4.15K	﹤0.01%	323
2015 Q2	–	Sell	-239	Closed	-$6K	–	335
2015 Q1	$6K	Hold	239	–	–	﹤0.01%	220
2014 Q4	$7K	Sell	239 -213	-47%	-$6.84K	﹤0.01%	206
2014 Q3	$16K	Hold	452	–	–	0.01%	145
2014 Q2	$20K	Buy	452 +239	+112%	+$11.1K	0.01%	106
2014 Q1	$10K	Sell	213 -100	-32%	-$4.2K	0.01%	132
2013 Q4	$12K	Buy	313 +100	+47%	+$3.75K	0.01%	156
2013 Q3	$8K	Hold	213	–	–	0.01%	121
2013 Q2	$8K	Buy	+213	New	+$7.91K	0.01%	135

Other funds holding SWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Lenox Wealth Advisors's SWN Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q3 2018, closing a stake of 60 shares.

Lenox Wealth Advisors first reported a position in SWN in Q2 2013 and held it in 10 quarters. The position peaked at $20K in Q2 2014. 339 funds tracked by Wall St. Rank hold SWN as of Q3 2018.

Lenox Wealth Advisors reported no remaining Southwestern Energy Company position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 60 Southwestern Energy Company shares in Q3 2018.
Lenox Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2013 and held it in 10 quarters.
Lenox Wealth Advisors's Southwestern Energy Company position peaked at $20K in Q2 2014.
339 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.