WIM
SWN

Weitz Investment Management’s Southwestern Energy Company SWN Stock Holding History

Weitz Investment 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
2014
Q1 		– Sell
-955,440
Closed -$37.6M – 66
2013
Q4 		$37.6M Sell
955,440
-172,760
-15% -$6.49M 1.26% 27
2013
Q3 		$41M Buy
1,128,200
+1,840
+0.2% +$69.8K 1.54% 24
2013
Q2 		$41.1M Buy
+1,126,360
New +$41.8M 1.67% 24

Other funds holding SWN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Weitz Investment Management's SWN Position: Q1 2014 in Review

Weitz Investment Management sold out of Southwestern Energy Company (SWN) in Q1 2014, closing a stake of 955,440 shares — an estimated $37.6M sold.

Weitz Investment Management first reported a position in SWN in Q2 2013 and held it in 3 quarters. The position peaked at $41.1M in Q2 2013. 492 funds tracked by Wall St. Rank hold SWN as of Q1 2014.

  • Weitz Investment Management reported no remaining Southwestern Energy Company position as of Q1 2014 after selling out during the quarter.
  • Weitz Investment Management sold 955,440 Southwestern Energy Company shares in Q1 2014, an estimated $37.6M.
  • Weitz Investment Management first reported a position in Southwestern Energy Company in Q2 2013 and held it in 3 quarters.
  • Weitz Investment Management's Southwestern Energy Company position peaked at $41.1M in Q2 2013.
  • 492 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2014.

Based on Weitz Investment Management's 13F filing for Q1 2014, filed 14 May 2014.