LWA
SWN

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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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SIM
Stelliam Investment Management New York $404M AUM 5.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return