TL
SWN

TrueWealth LLC’s Southwestern Energy Company SWN Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-68
Closed – – 774
2019
Q1 		$0 Hold
68
– – ﹤0.01% 768
2018
Q4 		$0 Hold
68
– – ﹤0.01% 826
2018
Q3 		$0 Hold
68
– – ﹤0.01% 860
2018
Q2 		$0 Sell
68
-68
-50% -$315 ﹤0.01% 878
2018
Q1 		$1K Hold
136
– – ﹤0.01% 789
2017
Q4 		$1K Buy
+136
New +$791 ﹤0.01% 900

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
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
State Street
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TrueWealth LLC's SWN Position: Q2 2019 in Review

TrueWealth LLC sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 68 shares.

TrueWealth LLC first reported a position in SWN in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • TrueWealth LLC reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • TrueWealth LLC sold 68 Southwestern Energy Company shares in Q2 2019.
  • TrueWealth LLC first reported a position in Southwestern Energy Company in Q4 2017 and held it in 6 quarters.
  • TrueWealth LLC's Southwestern Energy Company position peaked at $1K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.