MWA
SWN

Moser Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Moser Wealth Advisors’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
2020
Q1 		– Sell
-8,450
Closed -$20K – 142
2019
Q4 		$20K Buy
+8,450
New +$17.5K 0.02% 113

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's SWN Position: Q1 2020 in Review

Moser Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q1 2020, closing a stake of 8,450 shares — an estimated $20K sold.

Moser Wealth Advisors first reported a position in SWN in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 273 funds tracked by Wall St. Rank hold SWN as of Q1 2020.

  • Moser Wealth Advisors reported no remaining Southwestern Energy Company position as of Q1 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 8,450 Southwestern Energy Company shares in Q1 2020, an estimated $20K.
  • Moser Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2019 and held it in 1 quarter.
  • Moser Wealth Advisors's Southwestern Energy Company position peaked at $20K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2020.

Based on Moser Wealth Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.