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Mount Yale Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Mount Yale Investment 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
2021
Q1 		– Sell
-40,908
Closed -$122K – 454
2020
Q4 		$122K Buy
+40,908
New +$121K 0.02% 391

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

Mount Yale Investment Advisors's SWN Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of Southwestern Energy Company (SWN) in Q1 2021, closing a stake of 40,908 shares — an estimated $122K sold.

Mount Yale Investment Advisors first reported a position in SWN in Q4 2020 and held it in 1 quarter. The position peaked at $122K in Q4 2020. 301 funds tracked by Wall St. Rank hold SWN as of Q1 2021.

  • Mount Yale Investment Advisors reported no remaining Southwestern Energy Company position as of Q1 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 40,908 Southwestern Energy Company shares in Q1 2021, an estimated $122K.
  • Mount Yale Investment Advisors first reported a position in Southwestern Energy Company in Q4 2020 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Southwestern Energy Company position peaked at $122K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.