MIAN
SWN

Mariner Independent Advisor Network’s Southwestern Energy Company SWN Stock Holding History

Mariner Independent Advisor Network’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
2021
Q3 		– Sell
-26,003
Closed -$147K – 533
2021
Q2 		$147K Buy
+26,003
New +$128K 0.01% 497
2017
Q2 		– Sell
-93,274
Closed -$762K – 354
2017
Q1 		$762K Buy
+93,274
New +$807K 0.09% 121

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
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mariner Independent Advisor Network's SWN Position: Q3 2021 in Review

Mariner Independent Advisor Network sold out of Southwestern Energy Company (SWN) in Q3 2021, closing a stake of 26,003 shares — an estimated $147K sold.

Mariner Independent Advisor Network first reported a position in SWN in Q1 2017 and held it in 2 quarters. The position peaked at $762K in Q1 2017. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

  • Mariner Independent Advisor Network reported no remaining Southwestern Energy Company position as of Q3 2021 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 26,003 Southwestern Energy Company shares in Q3 2021, an estimated $147K.
  • Mariner Independent Advisor Network first reported a position in Southwestern Energy Company in Q1 2017 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Southwestern Energy Company position peaked at $762K in Q1 2017.
  • 316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2021, filed 17 Nov 2021.