MFS
SWN

MSI Financial Services’s Southwestern Energy Company SWN Stock Holding History

MSI Financial 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
Q4 		$53K Buy
4,926
+1,950
+66% +$22.3K ﹤0.01% 1834
2016
Q3 		$41K Sell
2,976
-200
-6% -$2.77K ﹤0.01% 1946
2016
Q2 		$40K Sell
3,176
-1,393
-30% -$16.9K ﹤0.01% 1938
2016
Q1 		$37K Sell
4,569
-146
-3% -$1.12K ﹤0.01% 1941
2015
Q4 		$34K Buy
4,715
+4,505
+2,145% +$44.1K ﹤0.01% 1973
2015
Q3 		$3K Sell
210
-74
-26% -$1.29K ﹤0.01% 2654
2015
Q2 		$6K Buy
284
+36
+15% +$924 ﹤0.01% 2382
2015
Q1 		$6K Sell
248
-59
-19% -$1.47K ﹤0.01% 2375
2014
Q4 		$8K Buy
307
+9
+3% +$289 ﹤0.01% 1955
2014
Q3 		$10K Buy
298
+74
+33% +$2.96K ﹤0.01% 1832
2014
Q2 		$10K Sell
224
-24
-10% -$1.11K ﹤0.01% 1820
2014
Q1 		$11K Sell
248
-150
-38% -$6.29K ﹤0.01% 1709
2013
Q4 		$16K Buy
398
+324
+438% +$12.2K ﹤0.01% 1497
2013
Q3 		$3K Hold
74
– – ﹤0.01% 1888
2013
Q2 		$3K Buy
+74
New +$2.75K ﹤0.01% 2027

Other funds holding SWN

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
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MSI Financial Services's SWN Position: Q4 2016 in Review

MSI Financial Services increased its Southwestern Energy Company (SWN) stake by 66% in Q4 2016, buying an estimated $22.3K and bringing the position to 4,926 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

MSI Financial Services first reported a position in SWN in Q2 2013 and has held it in 15 quarters since. 472 funds tracked by Wall St. Rank hold SWN as of Q4 2016.

  • MSI Financial Services held 4,926 shares of Southwestern Energy Company worth $53K as of Q4 2016.
  • MSI Financial Services bought 1,950 Southwestern Energy Company shares in Q4 2016, an estimated $22.3K.
  • Southwestern Energy Company made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1834 holding.
  • MSI Financial Services first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 15 quarters since.
  • 472 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.