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Zions Trust National Association’s Southwestern Energy Company SWN Stock Holding History

Zions Trust National Association’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
-200
Closed -$9K – 236
2014
Q2 		$9K Buy
+200
New +$9.27K 0.01% 175

Other funds holding SWN

Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Zions Trust National Association's SWN Position: Q3 2014 in Review

Zions Trust National Association sold out of Southwestern Energy Company (SWN) in Q3 2014, closing a stake of 200 shares — an estimated $9K sold.

Zions Trust National Association first reported a position in SWN in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 499 funds tracked by Wall St. Rank hold SWN as of Q3 2014.

  • Zions Trust National Association reported no remaining Southwestern Energy Company position as of Q3 2014 after selling out during the quarter.
  • Zions Trust National Association sold 200 Southwestern Energy Company shares in Q3 2014, an estimated $9K.
  • Zions Trust National Association first reported a position in Southwestern Energy Company in Q2 2014 and held it in 1 quarter.
  • Zions Trust National Association's Southwestern Energy Company position peaked at $9K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2014.

Based on Zions Trust National Association's 13F filing for Q3 2014, filed 16 Oct 2014.