NERM
SWN

New England Research & Management’s Southwestern Energy Company SWN Stock Holding History

New England Research & Management’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
2014
Q4 		– Sell
-18,950
Closed -$662K – 193
2014
Q3 		$662K Buy
18,950
+6,475
+52% +$259K 0.58% 76
2014
Q2 		$567K Buy
+12,475
New +$578K 0.51% 86

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

New England Research & Management's SWN Position: Q4 2014 in Review

New England Research & Management sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 18,950 shares — an estimated $662K sold.

New England Research & Management first reported a position in SWN in Q2 2014 and held it in 2 quarters. The position peaked at $662K in Q3 2014. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

  • New England Research & Management reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
  • New England Research & Management sold 18,950 Southwestern Energy Company shares in Q4 2014, an estimated $662K.
  • New England Research & Management first reported a position in Southwestern Energy Company in Q2 2014 and held it in 2 quarters.
  • New England Research & Management's Southwestern Energy Company position peaked at $662K in Q3 2014.
  • 489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on New England Research & Management's 13F filing for Q4 2014, filed 21 Jan 2015.