NYLT
SWN

New York Life Trust’s Southwestern Energy Company SWN Stock Holding History

New York Life Trust’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
2017
Q1 		$1K Sell
137
-4,471
-97% -$38.7K 0.05% 191
2016
Q4 		$50K Buy
4,608
+2,208
+92% +$25.3K 0.24% 132
2016
Q3 		$33K Sell
2,400
-97
-4% -$1.34K 0.16% 157
2016
Q2 		$31K Buy
2,497
+2,020
+423% +$24.5K 0.15% 168
2016
Q1 		$4K Buy
+477
New +$3.66K 0.02% 239
2014
Q3 		– Sell
-1,840
Closed -$84K – 221
2014
Q2 		$84K Buy
+1,840
New +$85.2K 0.35% 121

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

New York Life Trust's SWN Position: Q1 2017 in Review

New York Life Trust reduced its Southwestern Energy Company (SWN) stake by 97% in Q1 2017, selling an estimated $38.7K and leaving 137 shares worth $1K. The position accounts for 0.05% of the portfolio, ranked #191.

New York Life Trust first reported a position in SWN in Q2 2014 and has held it in 6 quarters since. The position peaked at $84K in Q2 2014. 429 funds tracked by Wall St. Rank hold SWN as of Q1 2017.

  • New York Life Trust held 137 shares of Southwestern Energy Company worth $1K as of Q1 2017.
  • New York Life Trust sold 4,471 Southwestern Energy Company shares in Q1 2017, an estimated $38.7K.
  • Southwestern Energy Company made up 0.05% of New York Life Trust's portfolio in Q1 2017, its #191 holding.
  • New York Life Trust first reported a position in Southwestern Energy Company in Q2 2014 and has held it in 6 quarters since.
  • New York Life Trust's Southwestern Energy Company position peaked at $84K in Q2 2014.
  • 429 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.