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Regal Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-150
Closed -$1K – 911
2015
Q3 		$1K Hold
150
– – ﹤0.01% 1008
2015
Q2 		$3K Hold
150
– – ﹤0.01% 820
2015
Q1 		$3K Buy
+150
New +$3.72K ﹤0.01% 885

Other funds holding SWN

SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Regal Investment Advisors's SWN Position: Q4 2015 in Review

Regal Investment Advisors sold out of Southwestern Energy Company (SWN) in Q4 2015, closing a stake of 150 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SWN in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 416 funds tracked by Wall St. Rank hold SWN as of Q4 2015.

  • Regal Investment Advisors reported no remaining Southwestern Energy Company position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 150 Southwestern Energy Company shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Southwestern Energy Company in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Southwestern Energy Company position peaked at $3K in Q2 2015.
  • 416 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.