PCP
SWN

Proficio Capital Partners’s Southwestern Energy Company SWN Stock Holding History

Proficio Capital Partners’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
-4,666
Closed -$15K – 1637
2019
Q2 		$15K Buy
4,666
+1,171
+34% +$4.55K 0.01% 812
2019
Q1 		$16K Buy
+3,495
New +$15.1K 0.01% 738
2018
Q4 		– Sell
-1,208
Closed -$6K – 1294
2018
Q3 		$6K Hold
1,208
– – ﹤0.01% 934
2018
Q2 		$6K Buy
1,208
+267
+28% +$1.24K ﹤0.01% 970
2018
Q1 		$4K Buy
941
+849
+923% +$3.81K ﹤0.01% 1048
2017
Q4 		$1K Sell
92
-75
-45% -$436 ﹤0.01% 1239
2017
Q3 		$1K Buy
167
+29
+21% +$164 ﹤0.01% 1237
2017
Q2 		$1K Sell
138
-38
-22% -$262 ﹤0.01% 1238
2017
Q1 		$1K Buy
176
+131
+291% +$1.13K ﹤0.01% 1267
2016
Q4 		$0 Sell
45
-104
-70% -$1.19K ﹤0.01% 1191
2016
Q3 		$2K Buy
149
+104
+231% +$1.44K ﹤0.01% 897
2016
Q2 		$1K Sell
45
-20
-31% -$242 ﹤0.01% 961
2016
Q1 		$1K Buy
65
+20
+44% +$153 ﹤0.01% 974
2015
Q4 		$0 Buy
+45
New +$441 ﹤0.01% 862

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

Proficio Capital Partners's SWN Position: Q3 2019 in Review

Proficio Capital Partners sold out of Southwestern Energy Company (SWN) in Q3 2019, closing a stake of 4,666 shares — an estimated $15K sold.

Proficio Capital Partners first reported a position in SWN in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2019. 277 funds tracked by Wall St. Rank hold SWN as of Q3 2019.

  • Proficio Capital Partners reported no remaining Southwestern Energy Company position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 4,666 Southwestern Energy Company shares in Q3 2019, an estimated $15K.
  • Proficio Capital Partners first reported a position in Southwestern Energy Company in Q4 2015 and held it in 14 quarters.
  • Proficio Capital Partners's Southwestern Energy Company position peaked at $16K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.