WIA
SWN

Westbourne Investment Advisors’s Southwestern Energy Company SWN Stock Holding History

Westbourne Investment Advisors’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
2018
Q4 		– Sell
-12,339
Closed -$63K – 159
2018
Q3 		$63K Sell
12,339
-1,353
-10% -$7.17K 0.05% 146
2018
Q2 		$73K Sell
13,692
-8,896
-39% -$41.2K 0.06% 89
2018
Q1 		$98K Buy
+22,588
New +$101K 0.08% 102

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Westbourne Investment Advisors's SWN Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Southwestern Energy Company (SWN) in Q4 2018, closing a stake of 12,339 shares — an estimated $63K sold.

Westbourne Investment Advisors first reported a position in SWN in Q1 2018 and held it in 3 quarters. The position peaked at $98K in Q1 2018. 334 funds tracked by Wall St. Rank hold SWN as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Southwestern Energy Company position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 12,339 Southwestern Energy Company shares in Q4 2018, an estimated $63K.
  • Westbourne Investment Advisors first reported a position in Southwestern Energy Company in Q1 2018 and held it in 3 quarters.
  • Westbourne Investment Advisors's Southwestern Energy Company position peaked at $98K in Q1 2018.
  • 334 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.