VFA
SWN

Valeo Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Valeo Financial Advisors’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
2017
Q4 		– Sell
-100
Closed -$1K – 1442
2017
Q3 		$1K Buy
+100
New +$567 ﹤0.01% 1142

Other funds holding SWN

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Valeo Financial Advisors's SWN Position: Q4 2017 in Review

Valeo Financial Advisors sold out of Southwestern Energy Company (SWN) in Q4 2017, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SWN in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 358 funds tracked by Wall St. Rank hold SWN as of Q4 2017.

  • Valeo Financial Advisors reported no remaining Southwestern Energy Company position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Southwestern Energy Company shares in Q4 2017, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Southwestern Energy Company in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Southwestern Energy Company position peaked at $1K in Q3 2017.
  • 358 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.