Partnervest Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Partnervest Advisory Services’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
2020 Q1	–	Sell	-20,000	Closed	-$48K	–	268
2019 Q4	$48K	Hold	20,000	–	–	0.02%	231
2019 Q3	$39K	Hold	20,000	–	–	0.01%	250
2019 Q2	$63K	Hold	20,000	–	–	0.02%	224
2019 Q1	$94K	Hold	20,000	–	–	0.04%	225
2018 Q4	$68K	Hold	20,000	–	–	0.03%	199
2018 Q3	$102K	Hold	20,000	–	–	0.04%	210
2018 Q2	$106K	Hold	20,000	–	–	0.05%	192
2018 Q1	$87K	Hold	20,000	–	–	0.04%	181
2017 Q4	$112K	Hold	20,000	–	–	0.05%	171
2017 Q3	$122K	Hold	20,000	–	–	0.06%	176
2017 Q2	$122K	Buy	+20,000	New	+$138K	0.06%	195
2014 Q3	–	Sell	-2,000	Closed	-$91K	–	835
2014 Q2	$91K	Hold	2,000	–	–	0.04%	253
2014 Q1	$92K	Hold	2,000	–	–	0.04%	247
2013 Q4	$79K	Hold	2,000	–	–	0.04%	243
2013 Q3	$73K	Hold	2,000	–	–	0.04%	230
2013 Q2	$73K	Buy	+2,000	New	+$74.3K	0.03%	196

Other funds holding SWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnervest Advisory Services's SWN Position: Q1 2020 in Review

Partnervest Advisory Services sold out of Southwestern Energy Company (SWN) in Q1 2020, closing a stake of 20,000 shares — an estimated $48K sold.

Partnervest Advisory Services first reported a position in SWN in Q2 2013 and held it in 16 quarters. The position peaked at $122K in Q3 2017. 273 funds tracked by Wall St. Rank hold SWN as of Q1 2020.

Partnervest Advisory Services reported no remaining Southwestern Energy Company position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 20,000 Southwestern Energy Company shares in Q1 2020, an estimated $48K.
Partnervest Advisory Services first reported a position in Southwestern Energy Company in Q2 2013 and held it in 16 quarters.
Partnervest Advisory Services's Southwestern Energy Company position peaked at $122K in Q3 2017.
273 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.