NR
SWN

Newfound Research’s Southwestern Energy Company SWN Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-5
Closed – – 202
2020
Q1 		$0 Hold
5
– – ﹤0.01% 219
2019
Q4 		$0 Hold
5
– – ﹤0.01% 231
2019
Q3 		$0 Hold
5
– – ﹤0.01% 230
2019
Q2 		$0 Hold
5
– – ﹤0.01% 228
2019
Q1 		$0 Buy
+5
New +$22 ﹤0.01% 238

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newfound Research's SWN Position: Q2 2020 in Review

Newfound Research sold out of Southwestern Energy Company (SWN) in Q2 2020, closing a stake of 5 shares.

Newfound Research first reported a position in SWN in Q1 2019 and held it in 5 quarters. The position peaked at $0 in Q1 2020. 272 funds tracked by Wall St. Rank hold SWN as of Q2 2020.

  • Newfound Research reported no remaining Southwestern Energy Company position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 5 Southwestern Energy Company shares in Q2 2020.
  • Newfound Research first reported a position in Southwestern Energy Company in Q1 2019 and held it in 5 quarters.
  • Newfound Research's Southwestern Energy Company position peaked at $0 in Q1 2020.
  • 272 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.