Oak Ridge Investments’s Southwestern Energy Company SWN Stock Holding History

Oak Ridge Investments’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	-46,486	Closed	-$1.62M	–	154
2014 Q3	$1.62M	Sell	46,486 -1,697	-4%	-$67.9K	0.04%	130
2014 Q2	$2.19M	Sell	48,183 -1,298	-3%	-$60.1K	0.05%	130
2014 Q1	$2.28M	Sell	49,481 -2,445	-5%	-$103K	0.06%	129
2013 Q4	$2.04M	Sell	51,926 -1,111	-2%	-$41.7K	0.05%	124
2013 Q3	$1.93M	Sell	53,037 -171,047	-76%	-$6.49M	0.05%	123
2013 Q2	$8.19M	Buy	+224,084	New	+$8.33M	0.26%	94

Other funds holding SWN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oak Ridge Investments's SWN Position: Q4 2014 in Review

Oak Ridge Investments sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 46,486 shares — an estimated $1.62M sold.

Oak Ridge Investments first reported a position in SWN in Q2 2013 and held it in 6 quarters. The position peaked at $8.19M in Q2 2013. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

Oak Ridge Investments reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
Oak Ridge Investments sold 46,486 Southwestern Energy Company shares in Q4 2014, an estimated $1.62M.
Oak Ridge Investments first reported a position in Southwestern Energy Company in Q2 2013 and held it in 6 quarters.
Oak Ridge Investments's Southwestern Energy Company position peaked at $8.19M in Q2 2013.
489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Oak Ridge Investments's 13F filing for Q4 2014, filed 4 Feb 2015.