Squar Milner Financial Services’s Southwestern Energy Company SWN Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,580	Closed	-$2K	–	760
2020 Q1	$2K	Hold	1,580	–	–	﹤0.01%	696
2019 Q4	$3K	Buy	+1,580	New	+$3.27K	﹤0.01%	720
2019 Q3	–	Sell	-1,580	Closed	-$5K	–	758
2019 Q2	$5K	Sell	1,580 -900	-36%	-$3.49K	﹤0.01%	605
2019 Q1	$11K	Hold	2,480	–	–	0.01%	508
2018 Q4	$8K	Hold	2,480	–	–	0.01%	514
2018 Q3	$13K	Sell	2,480 -500	-17%	-$2.65K	0.01%	456
2018 Q2	$16K	Buy	+2,980	New	+$13.8K	0.01%	520

Other funds holding SWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

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

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's SWN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Southwestern Energy Company (SWN) in Q2 2020, closing a stake of 1,580 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SWN in Q2 2018 and held it in 7 quarters. The position peaked at $16K in Q2 2018. 272 funds tracked by Wall St. Rank hold SWN as of Q2 2020.

Squar Milner Financial Services reported no remaining Southwestern Energy Company position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,580 Southwestern Energy Company shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in Southwestern Energy Company in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Southwestern Energy Company position peaked at $16K in Q2 2018.
272 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.