SSWM
SWN

Smith Salley Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Smith Salley Wealth Management’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
2013
Q3 		– Sell
-28,043
Closed -$1.02M – 100
2013
Q2 		$1.02M Buy
+28,043
New +$1.04M 0.82% 48

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Smith Salley Wealth Management's SWN Position: Q3 2013 in Review

Smith Salley Wealth Management sold out of Southwestern Energy Company (SWN) in Q3 2013, closing a stake of 28,043 shares — an estimated $1.02M sold.

Smith Salley Wealth Management first reported a position in SWN in Q2 2013 and held it in 1 quarter. The position peaked at $1.02M in Q2 2013. 479 funds tracked by Wall St. Rank hold SWN as of Q3 2013.

  • Smith Salley Wealth Management reported no remaining Southwestern Energy Company position as of Q3 2013 after selling out during the quarter.
  • Smith Salley Wealth Management sold 28,043 Southwestern Energy Company shares in Q3 2013, an estimated $1.02M.
  • Smith Salley Wealth Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 1 quarter.
  • Smith Salley Wealth Management's Southwestern Energy Company position peaked at $1.02M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2013.

Based on Smith Salley Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.