PG
SWN

Patten Group’s Southwestern Energy Company SWN Stock Holding History

Patten Group’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
-10,090
Closed -$32K – 215
2019
Q2 		$32K Sell
10,090
-5,500
-35% -$21.4K 0.01% 206
2019
Q1 		$73K Sell
15,590
-2,500
-14% -$10.8K 0.03% 192
2018
Q4 		$62K Sell
18,090
-375
-2% -$1.84K 0.03% 266
2018
Q3 		$94K Buy
18,465
+430
+2% +$2.28K 0.04% 257
2018
Q2 		$96K Sell
18,035
-335
-2% -$1.55K 0.04% 256
2018
Q1 		$80K Sell
18,370
-230
-1% -$1.03K 0.03% 269
2017
Q4 		$104K Buy
18,600
+175
+0.9% +$1.02K 0.04% 252
2017
Q3 		$113K Buy
18,425
+1,675
+10% +$9.49K 0.05% 248
2017
Q2 		$88K Sell
16,750
-1,160
-6% -$8.01K 0.04% 267
2017
Q1 		$150K Sell
17,910
-150
-0.8% -$1.3K 0.07% 204
2016
Q4 		$170K Sell
18,060
-925
-5% -$10.6K 0.08% 189
2016
Q3 		$259K Buy
18,985
+50
+0.3% +$693 0.12% 156
2016
Q2 		$238K Sell
18,935
-320
-2% -$3.88K 0.11% 154
2016
Q1 		$155K Buy
19,255
+1,560
+9% +$12K 0.07% 184
2015
Q4 		$126K Buy
17,695
+4,650
+36% +$45.6K 0.06% 208
2015
Q3 		$166K Buy
13,045
+900
+7% +$15.6K 0.09% 176
2015
Q2 		$276K Hold
12,145
– – 0.13% 148
2015
Q1 		$282K Buy
12,145
+175
+1% +$4.34K 0.14% 147
2014
Q4 		$327K Buy
+11,970
New +$385K 0.16% 136

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