MA
SWN

Mutual Advisors’s Southwestern Energy Company SWN Stock Holding History

Mutual 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
2019
Q4 		– Sell
-202,700
Closed -$391K – 628
2019
Q3 		$391K Hold
202,700
– – 0.05% 363
2019
Q2 		$641K Hold
202,700
– – 0.08% 285
2019
Q1 		$951K Buy
202,700
+40,000
+25% +$173K 0.14% 180
2018
Q4 		$555K Hold
162,700
– – 0.11% 224
2018
Q3 		$831K Sell
162,700
-19,400
-11% -$103K 0.13% 199
2018
Q2 		$965K Buy
182,100
+60,000
+49% +$278K 0.22% 145
2018
Q1 		$529K Buy
+122,100
New +$548K 0.13% 226

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KGACF
Kopernik Global All-Cap Fund Tampa, Florida $558M AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mutual Advisors's SWN Position: Q4 2019 in Review

Mutual Advisors sold out of Southwestern Energy Company (SWN) in Q4 2019, closing a stake of 202,700 shares — an estimated $391K sold.

Mutual Advisors first reported a position in SWN in Q1 2018 and held it in 7 quarters. The position peaked at $965K in Q2 2018. 282 funds tracked by Wall St. Rank hold SWN as of Q4 2019.

  • Mutual Advisors reported no remaining Southwestern Energy Company position as of Q4 2019 after selling out during the quarter.
  • Mutual Advisors sold 202,700 Southwestern Energy Company shares in Q4 2019, an estimated $391K.
  • Mutual Advisors first reported a position in Southwestern Energy Company in Q1 2018 and held it in 7 quarters.
  • Mutual Advisors's Southwestern Energy Company position peaked at $965K in Q2 2018.
  • 282 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2019.

Based on Mutual Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.