OIA
SWN

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

Optimum 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
2014
Q3 		– Sell
-100
Closed -$5K – 964
2014
Q2 		$5K Hold
100
– – ﹤0.01% 843
2014
Q1 		$5K Hold
100
– – ﹤0.01% 669
2013
Q4 		$4K Hold
100
– – ﹤0.01% 692
2013
Q3 		$4K Buy
+100
New +$3.79K ﹤0.01% 654

Other funds holding SWN

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimum Investment Advisors's SWN Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Southwestern Energy Company (SWN) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in SWN in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2014. 499 funds tracked by Wall St. Rank hold SWN as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Southwestern Energy Company position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Southwestern Energy Company shares in Q3 2014, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Southwestern Energy Company in Q3 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's Southwestern Energy Company position peaked at $5K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.