OWP
SWN

Obermeyer Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-140
Closed -$5K – 296
2013
Q2 		$5K Buy
+140
New +$5.2K ﹤0.01% 313

Other funds holding SWN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Obermeyer Wealth Partners's SWN Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Southwestern Energy Company (SWN) in Q3 2013, closing a stake of 140 shares — an estimated $5K sold.

Obermeyer Wealth Partners first reported a position in SWN in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 479 funds tracked by Wall St. Rank hold SWN as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Southwestern Energy Company position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 140 Southwestern Energy Company shares in Q3 2013, an estimated $5K.
  • Obermeyer Wealth Partners first reported a position in Southwestern Energy Company in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Southwestern Energy Company position peaked at $5K in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.