MWAC
SWN

Mariner Wealth Advisors (Cincinnati)’s Southwestern Energy Company SWN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017
Q4 		– Sell
-32,000
Closed -$196K – 292
2017
Q3 		$196K Buy
+32,000
New +$181K 0.01% 269

Other funds holding SWN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SWN Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Southwestern Energy Company (SWN) in Q4 2017, closing a stake of 32,000 shares — an estimated $196K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in SWN in Q3 2017 and held it in 1 quarter. The position peaked at $196K in Q3 2017. 358 funds tracked by Wall St. Rank hold SWN as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Southwestern Energy Company position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 32,000 Southwestern Energy Company shares in Q4 2017, an estimated $196K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Southwestern Energy Company in Q3 2017 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Southwestern Energy Company position peaked at $196K in Q3 2017.
  • 358 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.