ST
SWN

Stifel Trust’s Southwestern Energy Company SWN Stock Holding History

Stifel Trust’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
Q3 		$42K Hold
1,193
– – 0.01% 283
2014
Q2 		$55K Hold
1,193
– – 0.01% 264
2014
Q1 		$55K Hold
1,193
– – 0.01% 258
2013
Q4 		$47K Hold
1,193
– – 0.01% 265
2013
Q3 		$44K Hold
1,193
– – 0.01% 269
2013
Q2 		$44K Buy
+1,193
New +$44.3K 0.01% 259

Other funds holding SWN

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stifel Trust's SWN Position: Q3 2014 in Review

Stifel Trust held its Southwestern Energy Company (SWN) position steady in Q3 2014 at 1,193 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #283.

Stifel Trust first reported a position in SWN in Q2 2013 and has held it in 6 quarters since. The position peaked at $55K in Q2 2014. 499 funds tracked by Wall St. Rank hold SWN as of Q3 2014.

  • Stifel Trust held 1,193 shares of Southwestern Energy Company worth $42K as of Q3 2014.
  • Stifel Trust left its Southwestern Energy Company share count unchanged in Q3 2014.
  • Southwestern Energy Company made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #283 holding.
  • Stifel Trust first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Southwestern Energy Company position peaked at $55K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.