WAM
SWN

Wealthspire Advisors (Maryland)’s Southwestern Energy Company SWN Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,025
Closed -$5K – 2158
2019
Q1 		$5K Sell
1,025
-533
-34% -$2.3K ﹤0.01% 1859
2018
Q4 		$5K Sell
1,558
-336
-18% -$1.65K ﹤0.01% 1768
2018
Q3 		$10K Hold
1,894
– – ﹤0.01% 1534
2018
Q2 		$10K Buy
1,894
+302
+19% +$1.4K ﹤0.01% 1559
2018
Q1 		$7K Buy
1,592
+466
+41% +$2.09K ﹤0.01% 1702
2017
Q4 		$6K Buy
1,126
+10
+0.9% +$58 ﹤0.01% 1799
2017
Q3 		$7K Sell
1,116
-213
-16% -$1.21K ﹤0.01% 1705
2017
Q2 		$8K Buy
1,329
+32
+2% +$221 ﹤0.01% 1634
2017
Q1 		$11K Sell
1,297
-25
-2% -$216 ﹤0.01% 1322
2016
Q4 		$14K Buy
1,322
+225
+21% +$2.58K ﹤0.01% 1124
2016
Q3 		$15K Buy
1,097
+149
+16% +$2.06K ﹤0.01% 1152
2016
Q2 		$12K Buy
948
+81
+9% +$982 ﹤0.01% 1172
2016
Q1 		$7K Buy
867
+633
+271% +$4.85K ﹤0.01% 1271
2015
Q4 		$2K Buy
+234
New +$2.29K ﹤0.01% 1549

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

Wealthspire Advisors (Maryland)'s SWN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Southwestern Energy Company (SWN) in Q2 2019, closing a stake of 1,025 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in SWN in Q4 2015 and held it in 14 quarters. The position peaked at $15K in Q3 2016. 297 funds tracked by Wall St. Rank hold SWN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Southwestern Energy Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,025 Southwestern Energy Company shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Southwestern Energy Company in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Southwestern Energy Company position peaked at $15K in Q3 2016.
  • 297 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.