VHAM
SWN

Van Hulzen Asset Management’s Southwestern Energy Company SWN Stock Holding History

Van Hulzen Asset Management’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
-14,200
Closed -$67K – 272
2019
Q1 		$67K Buy
+14,200
New +$61.4K 0.02% 232
2018
Q4 		– Sell
-37,825
Closed -$193K – 252
2018
Q3 		$193K Hold
37,825
– – 0.05% 221
2018
Q2 		$200K Sell
37,825
-10,800
-22% -$50K 0.06% 187
2018
Q1 		$211K Sell
48,625
-1,135
-2% -$5.1K 0.06% 177
2017
Q4 		$278K Buy
49,760
+5,200
+12% +$30.2K 0.08% 162
2017
Q3 		$272K Buy
+44,560
New +$253K 0.09% 139
2015
Q1 		– Sell
-27,150
Closed -$741K – 155
2014
Q4 		$741K Buy
27,150
+3,350
+14% +$108K 0.51% 51
2014
Q3 		$832K Sell
23,800
-5,850
-20% -$234K 0.84% 43
2014
Q2 		$1.35M Sell
29,650
-1,900
-6% -$88K 1.16% 32
2014
Q1 		$1.45M Sell
31,550
-450
-1% -$18.9K 1.47% 27
2013
Q4 		$1.26M Buy
+32,000
New +$1.2M 1.09% 32

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