RNS
SWN

Robert N. Shapiro’s Southwestern Energy Company SWN Stock Holding History

Robert N. Shapiro’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 		$7K Sell
294
-1,701
-85% -$54.6K ﹤0.01% 724
2014
Q3 		$69K Buy
1,995
+145
+8% +$5.8K 0.01% 425
2014
Q2 		$84K Hold
1,850
– – 0.02% 392
2014
Q1 		$85K Buy
+1,850
New +$77.6K 0.02% 400
2013
Q3 		– Sell
-2,520
Closed -$92K – 1024
2013
Q2 		$92K Buy
+2,520
New +$93.6K 0.02% 412

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

Robert N. Shapiro's SWN Position: Q4 2014 in Review

Robert N. Shapiro reduced its Southwestern Energy Company (SWN) stake by 85% in Q4 2014, selling an estimated $54.6K and leaving 294 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Robert N. Shapiro first reported a position in SWN in Q2 2013 and has held it in 5 quarters since. The position peaked at $92K in Q2 2013. 489 funds tracked by Wall St. Rank hold SWN as of Q4 2014.

  • Robert N. Shapiro held 294 shares of Southwestern Energy Company worth $7K as of Q4 2014.
  • Robert N. Shapiro sold 1,701 Southwestern Energy Company shares in Q4 2014, an estimated $54.6K.
  • Southwestern Energy Company made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #724 holding.
  • Robert N. Shapiro first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 5 quarters since.
  • Robert N. Shapiro's Southwestern Energy Company position peaked at $92K in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.