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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Van Hulzen Asset Management's SWN Position: Q2 2019 in Review

Van Hulzen Asset Management sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 14,200 shares — an estimated $67K sold.

Van Hulzen Asset Management first reported a position in SWN in Q4 2013 and held it in 11 quarters. The position peaked at $1.45M in Q1 2014. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

Van Hulzen Asset Management reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
Van Hulzen Asset Management sold 14,200 Southwestern Energy Company shares in Q2 2019, an estimated $67K.
Van Hulzen Asset Management first reported a position in Southwestern Energy Company in Q4 2013 and held it in 11 quarters.
Van Hulzen Asset Management's Southwestern Energy Company position peaked at $1.45M in Q1 2014.
297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on Van Hulzen Asset Management's 13F filing for Q2 2019, filed 8 Aug 2019.