OIA
SWN

OneDigital Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-3,000
Closed -$9K – 1201
2019
Q2 		$9K Hold
3,000
– – ﹤0.01% 971
2019
Q1 		$14K Hold
3,000
– – ﹤0.01% 815
2018
Q4 		$10K Buy
+3,000
New +$14.8K ﹤0.01% 859

Other funds holding SWN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

OneDigital Investment Advisors's SWN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Southwestern Energy Company (SWN) in Q3 2019, closing a stake of 3,000 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in SWN in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 277 funds tracked by Wall St. Rank hold SWN as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Southwestern Energy Company position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,000 Southwestern Energy Company shares in Q3 2019, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in Southwestern Energy Company in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Southwestern Energy Company position peaked at $14K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.