SLWS
SWN

Swaine & Leidel Wealth Services’s Southwestern Energy Company SWN Stock Holding History

Swaine & Leidel Wealth 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
2019
Q4 		– Sell
-17,560
Closed -$2.27M – 79
2019
Q3 		$2.27M Sell
17,560
-29
-0.2% -$62 2.05% 27
2019
Q2 		$2.02M Buy
17,589
+533
+3% +$2.07K 2.16% 25
2019
Q1 		$1.81M Buy
+17,056
New +$73.7K 2.29% 22

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KGACF
Kopernik Global All-Cap Fund Tampa, Florida $558M AUM
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Swaine & Leidel Wealth Services's SWN Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Southwestern Energy Company (SWN) in Q4 2019, closing a stake of 17,560 shares — an estimated $2.27M sold.

Swaine & Leidel Wealth Services first reported a position in SWN in Q1 2019 and held it in 3 quarters. The position peaked at $2.27M in Q3 2019. 282 funds tracked by Wall St. Rank hold SWN as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Southwestern Energy Company position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 17,560 Southwestern Energy Company shares in Q4 2019, an estimated $2.27M.
  • Swaine & Leidel Wealth Services first reported a position in Southwestern Energy Company in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Southwestern Energy Company position peaked at $2.27M in Q3 2019.
  • 282 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.