WA
SWN

WealthTrust-Arizona’s Southwestern Energy Company SWN Stock Holding History

WealthTrust-Arizona’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
2014
Q3 		– Sell
-166
Closed -$8K – 665
2014
Q2 		$8K Sell
166
-27
-14% -$1.25K 0.01% 448
2014
Q1 		$9K Hold
193
– – 0.01% 449
2013
Q4 		$8K Sell
193
-19
-9% -$714 0.01% 449
2013
Q3 		$8K Hold
212
– – 0.01% 418
2013
Q2 		$8K Buy
+212
New +$7.88K 0.01% 390

Other funds holding SWN

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WealthTrust-Arizona's SWN Position: Q3 2014 in Review

WealthTrust-Arizona sold out of Southwestern Energy Company (SWN) in Q3 2014, closing a stake of 166 shares — an estimated $8K sold.

WealthTrust-Arizona first reported a position in SWN in Q2 2013 and held it in 5 quarters. The position peaked at $9K in Q1 2014. 499 funds tracked by Wall St. Rank hold SWN as of Q3 2014.

  • WealthTrust-Arizona reported no remaining Southwestern Energy Company position as of Q3 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 166 Southwestern Energy Company shares in Q3 2014, an estimated $8K.
  • WealthTrust-Arizona first reported a position in Southwestern Energy Company in Q2 2013 and held it in 5 quarters.
  • WealthTrust-Arizona's Southwestern Energy Company position peaked at $9K in Q1 2014.
  • 499 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2014.

Based on WealthTrust-Arizona's 13F filing for Q3 2014, filed 23 Oct 2014.