USGIU
SWN

U.S. Global Investors (USGI)’s Southwestern Energy Company SWN Stock Holding History

U.S. Global Investors (USGI)’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
-257,710
Closed -$1.32M – 178
2018
Q3 		$1.32M Buy
+257,710
New +$1.37M 0.64% 43
2014
Q4 		– Sell
-31,000
Closed -$1.08M – 373
2014
Q3 		$1.08M Hold
31,000
– – 0.34% 98
2014
Q2 		$1.41M Sell
31,000
-130,000
-81% -$6.02M 0.39% 86
2014
Q1 		$7.41M Buy
+161,000
New +$6.75M 2.06% 14
2013
Q3 		– Sell
-120,000
Closed -$4.38M – 357
2013
Q2 		$4.38M Buy
+120,000
New +$4.46M 1.04% 52

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.3B 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