Plante Moran Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Plante Moran 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
2017 Q4	–	Sell	-283	Closed	-$2K	–	919
2017 Q3	$2K	Hold	283	–	–	﹤0.01%	741
2017 Q2	$2K	Sell	283 -110	-28%	-$760	﹤0.01%	762
2017 Q1	$3K	Buy	393 +110	+39%	+$952	﹤0.01%	773
2016 Q4	$3K	Hold	283	–	–	﹤0.01%	824
2016 Q3	$4K	Hold	283	–	–	﹤0.01%	759
2016 Q2	$4K	Hold	283	–	–	﹤0.01%	693
2016 Q1	$2K	Buy	+283	New	+$2.17K	﹤0.01%	764
2015 Q1	–	Sell	-500	Closed	-$14K	–	814
2014 Q4	$14K	Hold	500	–	–	0.01%	477
2014 Q3	$17K	Buy	+500	New	+$20K	0.01%	434

Other funds holding SWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Plante Moran Financial Advisors's SWN Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of Southwestern Energy Company (SWN) in Q4 2017, closing a stake of 283 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SWN in Q3 2014 and held it in 9 quarters. The position peaked at $17K in Q3 2014. 358 funds tracked by Wall St. Rank hold SWN as of Q4 2017.

Plante Moran Financial Advisors reported no remaining Southwestern Energy Company position as of Q4 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 283 Southwestern Energy Company shares in Q4 2017, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Southwestern Energy Company in Q3 2014 and held it in 9 quarters.
Plante Moran Financial Advisors's Southwestern Energy Company position peaked at $17K in Q3 2014.
358 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.