Signature Estate & Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Signature Estate & 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
2018 Q3	–	Sell	-33,000	Closed	-$175K	–	175
2018 Q2	$175K	Buy	+33,000	New	+$153K	0.02%	135
2014 Q3	–	Sell	-129,781	Closed	-$5.9M	–	73
2014 Q2	$5.9M	Buy	129,781 +14,179	+12%	+$657K	2.08%	23
2014 Q1	$5.32M	Buy	115,602 +12,348	+12%	+$518K	2.08%	19
2013 Q4	$4.06M	Buy	103,254 +24,942	+32%	+$937K	2.01%	23
2013 Q3	$2.85M	Buy	+78,312	New	+$2.97M	1.64%	28

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Signature Estate & Investment Advisors's SWN Position: Q3 2018 in Review

Signature Estate & Investment Advisors sold out of Southwestern Energy Company (SWN) in Q3 2018, closing a stake of 33,000 shares — an estimated $175K sold.

Signature Estate & Investment Advisors first reported a position in SWN in Q3 2013 and held it in 5 quarters. The position peaked at $5.9M in Q2 2014. 340 funds tracked by Wall St. Rank hold SWN as of Q3 2018.

Signature Estate & Investment Advisors reported no remaining Southwestern Energy Company position as of Q3 2018 after selling out during the quarter.
Signature Estate & Investment Advisors sold 33,000 Southwestern Energy Company shares in Q3 2018, an estimated $175K.
Signature Estate & Investment Advisors first reported a position in Southwestern Energy Company in Q3 2013 and held it in 5 quarters.
Signature Estate & Investment Advisors's Southwestern Energy Company position peaked at $5.9M in Q2 2014.
340 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.