W
SWN

Wealthfront’s Southwestern Energy Company SWN Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-3,429
Closed -$44K – 1120
2015
Q3 		$44K Buy
3,429
+818
+31% +$14.2K ﹤0.01% 544
2015
Q2 		$59K Buy
2,611
+836
+47% +$21.4K ﹤0.01% 489
2015
Q1 		$41K Buy
1,775
+1,247
+236% +$31K ﹤0.01% 488
2014
Q4 		$14K Buy
528
+89
+20% +$2.86K ﹤0.01% 560
2014
Q3 		$15K Sell
439
-1,525
-78% -$61K ﹤0.01% 517
2014
Q2 		$88K Buy
1,964
+238
+14% +$11K 0.01% 254
2014
Q1 		$79K Buy
+1,726
New +$72.4K 0.01% 175

Other funds holding SWN

SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wealthfront's SWN Position: Q4 2015 in Review

Wealthfront sold out of Southwestern Energy Company (SWN) in Q4 2015, closing a stake of 3,429 shares — an estimated $44K sold.

Wealthfront first reported a position in SWN in Q1 2014 and held it in 7 quarters. The position peaked at $88K in Q2 2014. 416 funds tracked by Wall St. Rank hold SWN as of Q4 2015.

  • Wealthfront reported no remaining Southwestern Energy Company position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 3,429 Southwestern Energy Company shares in Q4 2015, an estimated $44K.
  • Wealthfront first reported a position in Southwestern Energy Company in Q1 2014 and held it in 7 quarters.
  • Wealthfront's Southwestern Energy Company position peaked at $88K in Q2 2014.
  • 416 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.