Old Mutual Customised Solutions’s Southwestern Energy Company SWN Stock Holding History

Old Mutual Customised Solutions’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
2018 Q1	–	Sell	-7,300	Closed	-$41K	–	744
2017 Q4	$41K	Hold	7,300	–	–	﹤0.01%	729
2017 Q3	$45K	Hold	7,300	–	–	0.01%	766
2017 Q2	$44K	Sell	7,300 -12,200	-63%	-$84.3K	0.01%	756
2017 Q1	$159K	Sell	19,500 -1,100	-5%	-$9.52K	0.02%	570
2016 Q4	$223K	Hold	20,600	–	–	0.04%	482
2016 Q3	$285K	Buy	20,600 +11,100	+117%	+$154K	0.08%	288
2016 Q2	$120K	Buy	9,500 +5,400	+132%	+$65.5K	0.03%	571
2016 Q1	$33K	Hold	4,100	–	–	0.01%	689
2015 Q4	$29K	Hold	4,100	–	–	0.01%	699
2015 Q3	$52K	Hold	4,100	–	–	0.01%	684
2015 Q2	$93K	Hold	4,100	–	–	0.02%	642
2015 Q1	$95K	Buy	4,100 +3,600	+720%	+$89.4K	0.02%	640
2014 Q4	$14K	Hold	500	–	–	﹤0.01%	710
2014 Q3	$17K	Sell	500 -800	-62%	-$32K	﹤0.01%	677
2014 Q2	$59K	Sell	1,300 -700	-35%	-$32.4K	0.01%	678
2014 Q1	$92K	Hold	2,000	–	–	0.02%	614
2013 Q4	$79K	Buy	2,000 +1,000	+100%	+$37.6K	0.02%	645
2013 Q3	$36K	Hold	1,000	–	–	0.01%	721
2013 Q2	$37K	Buy	+1,000	New	+$37.2K	0.01%	820

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Old Mutual Customised Solutions's SWN Position: Q1 2018 in Review

Old Mutual Customised Solutions sold out of Southwestern Energy Company (SWN) in Q1 2018, closing a stake of 7,300 shares — an estimated $41K sold.

Old Mutual Customised Solutions first reported a position in SWN in Q2 2013 and held it in 19 quarters. The position peaked at $285K in Q3 2016. 352 funds tracked by Wall St. Rank hold SWN as of Q1 2018.

Old Mutual Customised Solutions reported no remaining Southwestern Energy Company position as of Q1 2018 after selling out during the quarter.
Old Mutual Customised Solutions sold 7,300 Southwestern Energy Company shares in Q1 2018, an estimated $41K.
Old Mutual Customised Solutions first reported a position in Southwestern Energy Company in Q2 2013 and held it in 19 quarters.
Old Mutual Customised Solutions's Southwestern Energy Company position peaked at $285K in Q3 2016.
352 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2018, filed 15 May 2018.