SWP
SWN

Stratos Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-5,257
Closed -$27K – 2603
2018
Q3 		$27K Buy
+5,257
New +$27.9K ﹤0.01% 1739
2018
Q2 		– Sell
-6,507
Closed -$28K – 2686
2018
Q1 		$28K Buy
6,507
+1,250
+24% +$5.61K ﹤0.01% 1877
2017
Q4 		$29K Buy
+5,257
New +$30.6K ﹤0.01% 1777
2017
Q2 		– Sell
-15,225
Closed -$124K – 866
2017
Q1 		$124K Buy
15,225
+4,104
+37% +$35.5K 0.01% 764
2016
Q4 		$120K Sell
11,121
-146
-1% -$1.67K 0.01% 688
2016
Q3 		$156K Sell
11,267
-297
-3% -$4.12K 0.01% 633
2016
Q2 		$145K Hold
11,564
– – 0.01% 589
2016
Q1 		$93K Buy
11,564
+599
+5% +$4.59K 0.01% 554
2015
Q4 		$78K Buy
+10,965
New +$107K 0.01% 561

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Stratos Wealth Partners's SWN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Southwestern Energy Company (SWN) in Q4 2018, closing a stake of 5,257 shares — an estimated $27K sold.

Stratos Wealth Partners first reported a position in SWN in Q4 2015 and held it in 9 quarters. The position peaked at $156K in Q3 2016. 334 funds tracked by Wall St. Rank hold SWN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Southwestern Energy Company position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,257 Southwestern Energy Company shares in Q4 2018, an estimated $27K.
  • Stratos Wealth Partners first reported a position in Southwestern Energy Company in Q4 2015 and held it in 9 quarters.
  • Stratos Wealth Partners's Southwestern Energy Company position peaked at $156K in Q3 2016.
  • 334 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.