Morningstar Investment Services’s Southwestern Energy Company SWN Stock Holding History

Morningstar Investment Services’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
2016 Q2	–	Sell	-96,354	Closed	-$778K	–	233
2016 Q1	$778K	Sell	96,354 -14,928	-13%	-$114K	0.03%	169
2015 Q4	$791K	Buy	111,282 +55,301	+99%	+$542K	0.03%	165
2015 Q3	$710K	Sell	55,981 -4,895	-8%	-$85K	0.03%	172
2015 Q2	$1.38M	Sell	60,876 -28,590	-32%	-$733K	0.06%	153
2015 Q1	$2.08M	Buy	89,466 +14,185	+19%	+$352K	0.09%	133
2014 Q4	$2.05M	Buy	75,281 +67,239	+836%	+$2.16M	0.1%	133
2014 Q3	$281K	Buy	+8,042	New	+$322K	0.01%	199

Other funds holding SWN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morningstar Investment Services's SWN Position: Q2 2016 in Review

Morningstar Investment Services sold out of Southwestern Energy Company (SWN) in Q2 2016, closing a stake of 96,354 shares — an estimated $778K sold.

Morningstar Investment Services first reported a position in SWN in Q3 2014 and held it in 7 quarters. The position peaked at $2.08M in Q1 2015. 429 funds tracked by Wall St. Rank hold SWN as of Q2 2016.

Morningstar Investment Services reported no remaining Southwestern Energy Company position as of Q2 2016 after selling out during the quarter.
Morningstar Investment Services sold 96,354 Southwestern Energy Company shares in Q2 2016, an estimated $778K.
Morningstar Investment Services first reported a position in Southwestern Energy Company in Q3 2014 and held it in 7 quarters.
Morningstar Investment Services's Southwestern Energy Company position peaked at $2.08M in Q1 2015.
429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2016.

Based on Morningstar Investment Services's 13F filing for Q2 2016, filed 4 Aug 2016.