Rational Advisors’s Southwestern Energy Company SWN Stock Holding History

Rational 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
2018 Q2	–	Sell	-630	Closed	-$3K	–	581
2018 Q1	$3K	Buy	+630	New	+$2.83K	﹤0.01%	455
2015 Q1	–	Sell	-170	Closed	-$5K	–	542
2014 Q4	$5K	Buy	+170	New	+$5.46K	﹤0.01%	507
2013 Q4	$10K	Sell	255 -17	-6%	-$638	﹤0.01%	811
2013 Q3	$10K	Hold	272	–	–	﹤0.01%	835
2013 Q2	$10K	Buy	+272	New	+$10.1K	﹤0.01%	834

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

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

SIM

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Rational Advisors's SWN Position: Q2 2018 in Review

Rational Advisors sold out of Southwestern Energy Company (SWN) in Q2 2018, closing a stake of 630 shares — an estimated $3K sold.

Rational Advisors first reported a position in SWN in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q4 2013. 338 funds tracked by Wall St. Rank hold SWN as of Q2 2018.

Rational Advisors reported no remaining Southwestern Energy Company position as of Q2 2018 after selling out during the quarter.
Rational Advisors sold 630 Southwestern Energy Company shares in Q2 2018, an estimated $3K.
Rational Advisors first reported a position in Southwestern Energy Company in Q2 2013 and held it in 5 quarters.
Rational Advisors's Southwestern Energy Company position peaked at $10K in Q4 2013.
338 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2018.

Based on Rational Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.