PPSG
SWN

Princeton Portfolio Strategies Group’s Southwestern Energy Company SWN Stock Holding History

Princeton Portfolio Strategies 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
2014
Q4 		– Sell
-11,950
Closed -$418K – 117
2014
Q3 		$418K Sell
11,950
-550
-4% -$22K 0.18% 94
2014
Q2 		$569K Buy
+12,500
New +$579K 0.24% 96

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Princeton Portfolio Strategies Group's SWN Position: Q4 2014 in Review

Princeton Portfolio Strategies Group sold out of Southwestern Energy Company (SWN) in Q4 2014, closing a stake of 11,950 shares — an estimated $418K sold.

Princeton Portfolio Strategies Group first reported a position in SWN in Q2 2014 and held it in 2 quarters. The position peaked at $569K in Q2 2014. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

  • Princeton Portfolio Strategies Group reported no remaining Southwestern Energy Company position as of Q4 2014 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 11,950 Southwestern Energy Company shares in Q4 2014, an estimated $418K.
  • Princeton Portfolio Strategies Group first reported a position in Southwestern Energy Company in Q2 2014 and held it in 2 quarters.
  • Princeton Portfolio Strategies Group's Southwestern Energy Company position peaked at $569K in Q2 2014.
  • 489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2014, filed 10 Feb 2015.