WFG Advisors’s Southwestern Energy Company SWN Stock Holding History

WFG 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
2017 Q2	$14K	Buy	2,268 +1,545	+214%	+$10.7K	﹤0.01%	1050
2017 Q1	$6K	Sell	723 -406	-36%	-$3.52K	﹤0.01%	1198
2016 Q4	$12K	Sell	1,129 -38	-3%	-$435	﹤0.01%	1067
2016 Q3	$16K	Hold	1,167	–	–	﹤0.01%	1008
2016 Q2	$15K	Buy	1,167 +1,129	+2,971%	+$13.7K	﹤0.01%	988
2016 Q1	$0	Sell	38 -6	-14%	-$46	﹤0.01%	1711
2015 Q4	$0	Sell	44 -465	-91%	-$4.56K	﹤0.01%	1692
2015 Q3	$6K	Hold	509	–	–	﹤0.01%	1230
2015 Q2	$12K	Sell	509 -111	-18%	-$2.85K	﹤0.01%	1144
2015 Q1	$14K	Hold	620	–	–	﹤0.01%	1104
2014 Q4	$17K	Buy	620 +582	+1,532%	+$18.7K	﹤0.01%	1291
2014 Q3	$1K	Hold	38	–	–	﹤0.01%	2020
2014 Q2	$2K	Hold	38	–	–	﹤0.01%	1849
2014 Q1	$2K	Hold	38	–	–	﹤0.01%	1832
2013 Q4	$1K	Hold	38	–	–	﹤0.01%	2141
2013 Q3	$1K	Hold	38	–	–	﹤0.01%	2088
2013 Q2	$1K	Buy	+38	New	+$1.41K	﹤0.01%	2003

Other funds holding SWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

SIM

Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return

WFG Advisors's SWN Position: Q2 2017 in Review

WFG Advisors increased its Southwestern Energy Company (SWN) stake by 214% in Q2 2017, buying an estimated $10.7K and bringing the position to 2,268 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

WFG Advisors first reported a position in SWN in Q2 2013 and has held it in 17 quarters since. The position peaked at $17K in Q4 2014. 376 funds tracked by Wall St. Rank hold SWN as of Q2 2017.

WFG Advisors held 2,268 shares of Southwestern Energy Company worth $14K as of Q2 2017.
WFG Advisors bought 1,545 Southwestern Energy Company shares in Q2 2017, an estimated $10.7K.
Southwestern Energy Company made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1050 holding.
WFG Advisors first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Southwestern Energy Company position peaked at $17K in Q4 2014.
376 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.