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Mid Atlantic Financial Management’s Southwestern Energy Company SWN Stock Holding History

Mid Atlantic Financial Management’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
Q1 		– Sell
-12,123
Closed -$36K – 907
2020
Q4 		$36K Buy
+12,123
New +$35.7K ﹤0.01% 786

Other funds holding SWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mid Atlantic Financial Management's SWN Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of Southwestern Energy Company (SWN) in Q1 2021, closing a stake of 12,123 shares — an estimated $36K sold.

Mid Atlantic Financial Management first reported a position in SWN in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 301 funds tracked by Wall St. Rank hold SWN as of Q1 2021.

  • Mid Atlantic Financial Management reported no remaining Southwestern Energy Company position as of Q1 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 12,123 Southwestern Energy Company shares in Q1 2021, an estimated $36K.
  • Mid Atlantic Financial Management first reported a position in Southwestern Energy Company in Q4 2020 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Southwestern Energy Company position peaked at $36K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.