LG
SWN

Leuthold Group’s Southwestern Energy Company SWN Stock Holding History

Leuthold Group’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
Q1 		– Sell
-87,509
Closed -$298K – 208
2018
Q4 		$298K Sell
87,509
-8,036
-8% -$39.5K 0.04% 172
2018
Q3 		$488K Sell
95,545
-4,910
-5% -$26K 0.05% 162
2018
Q2 		$532K Buy
+100,455
New +$465K 0.06% 168

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Leuthold Group's SWN Position: Q1 2019 in Review

Leuthold Group sold out of Southwestern Energy Company (SWN) in Q1 2019, closing a stake of 87,509 shares — an estimated $298K sold.

Leuthold Group first reported a position in SWN in Q2 2018 and held it in 3 quarters. The position peaked at $532K in Q2 2018. 327 funds tracked by Wall St. Rank hold SWN as of Q1 2019.

  • Leuthold Group reported no remaining Southwestern Energy Company position as of Q1 2019 after selling out during the quarter.
  • Leuthold Group sold 87,509 Southwestern Energy Company shares in Q1 2019, an estimated $298K.
  • Leuthold Group first reported a position in Southwestern Energy Company in Q2 2018 and held it in 3 quarters.
  • Leuthold Group's Southwestern Energy Company position peaked at $532K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2019.

Based on Leuthold Group's 13F filing for Q1 2019, filed 15 May 2019.