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Point View Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Point View Wealth Management’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
-15,690
Closed -$38K – 280
2019
Q4 		$38K Hold
15,690
– – 0.02% 276
2019
Q3 		$30K Buy
+15,690
New +$33.7K 0.01% 270

Other funds holding SWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Point View Wealth Management's SWN Position: Q1 2020 in Review

Point View Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2020, closing a stake of 15,690 shares — an estimated $38K sold.

Point View Wealth Management first reported a position in SWN in Q3 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 273 funds tracked by Wall St. Rank hold SWN as of Q1 2020.

  • Point View Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2020 after selling out during the quarter.
  • Point View Wealth Management sold 15,690 Southwestern Energy Company shares in Q1 2020, an estimated $38K.
  • Point View Wealth Management first reported a position in Southwestern Energy Company in Q3 2019 and held it in 2 quarters.
  • Point View Wealth Management's Southwestern Energy Company position peaked at $38K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2020.

Based on Point View Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.