PFA
SWN

Pathway Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-8,300
Closed -$44K – 394
2018
Q2 		$44K Hold
8,300
– – 0.03% 273
2018
Q1 		$36K Hold
8,300
– – 0.02% 304
2017
Q4 		$46K Buy
+8,300
New +$48.3K 0.03% 290

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Pathway Financial Advisors's SWN Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Southwestern Energy Company (SWN) in Q3 2018, closing a stake of 8,300 shares — an estimated $44K sold.

Pathway Financial Advisors first reported a position in SWN in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q4 2017. 340 funds tracked by Wall St. Rank hold SWN as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Southwestern Energy Company position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 8,300 Southwestern Energy Company shares in Q3 2018, an estimated $44K.
  • Pathway Financial Advisors first reported a position in Southwestern Energy Company in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Southwestern Energy Company position peaked at $46K in Q4 2017.
  • 340 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.