NFG
SWN

Next Financial Group’s Southwestern Energy Company SWN Stock Holding History

Next Financial Group’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
Q4 		– Sell
-1,000
Closed -$6K – 1479
2017
Q3 		$6K Buy
+1,000
New +$5.67K ﹤0.01% 1388
2014
Q4 		– Sell
-132
Closed -$5K – 2405
2014
Q3 		$5K Buy
+132
New +$5.28K ﹤0.01% 2077

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Next Financial Group's SWN Position: Q4 2017 in Review

Next Financial Group sold out of Southwestern Energy Company (SWN) in Q4 2017, closing a stake of 1,000 shares — an estimated $6K sold.

Next Financial Group first reported a position in SWN in Q3 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 358 funds tracked by Wall St. Rank hold SWN as of Q4 2017.

  • Next Financial Group reported no remaining Southwestern Energy Company position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,000 Southwestern Energy Company shares in Q4 2017, an estimated $6K.
  • Next Financial Group first reported a position in Southwestern Energy Company in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Southwestern Energy Company position peaked at $6K in Q3 2017.
  • 358 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.