WhitTier Trust Company’s Southwestern Energy Company SWN Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-6,378	Closed	-$28K	–	1006
2018 Q1	$28K	Buy	6,378 +2,308	+57%	+$10.4K	﹤0.01%	705
2017 Q4	$23K	Buy	4,070 +893	+28%	+$5.19K	﹤0.01%	691
2017 Q3	$19K	Buy	3,177 +438	+16%	+$2.48K	﹤0.01%	716
2017 Q2	$17K	Buy	2,739 +1,463	+115%	+$10.1K	﹤0.01%	719
2017 Q1	$10K	Hold	1,276	–	–	﹤0.01%	769
2016 Q4	$14K	Hold	1,276	–	–	﹤0.01%	732
2016 Q3	$18K	Buy	+1,276	New	+$17.7K	﹤0.01%	702

Other funds holding SWN

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

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

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

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

SIM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

WhitTier Trust Company's SWN Position: Q2 2018 in Review

WhitTier Trust Company sold out of Southwestern Energy Company (SWN) in Q2 2018, closing a stake of 6,378 shares — an estimated $28K sold.

WhitTier Trust Company first reported a position in SWN in Q3 2016 and held it in 7 quarters. The position peaked at $28K in Q1 2018. 339 funds tracked by Wall St. Rank hold SWN as of Q2 2018.

WhitTier Trust Company reported no remaining Southwestern Energy Company position as of Q2 2018 after selling out during the quarter.
WhitTier Trust Company sold 6,378 Southwestern Energy Company shares in Q2 2018, an estimated $28K.
WhitTier Trust Company first reported a position in Southwestern Energy Company in Q3 2016 and held it in 7 quarters.
WhitTier Trust Company's Southwestern Energy Company position peaked at $28K in Q1 2018.
339 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2018.

Based on WhitTier Trust Company's 13F filing for Q2 2018, filed 20 Jul 2018.