ZIC
SWN

ZWJ Investment Counsel’s Southwestern Energy Company SWN Stock Holding History

ZWJ Investment Counsel’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
-117,681
Closed -$4.63M – 145
2013
Q4 		$4.63M Sell
117,681
-1,781
-1% -$66.9K 0.53% 63
2013
Q3 		$4.35M Sell
119,462
-45,645
-28% -$1.73M 0.56% 59
2013
Q2 		$6.03M Buy
+165,107
New +$6.13M 0.81% 55

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

ZWJ Investment Counsel's SWN Position: Q1 2014 in Review

ZWJ Investment Counsel sold out of Southwestern Energy Company (SWN) in Q1 2014, closing a stake of 117,681 shares — an estimated $4.63M sold.

ZWJ Investment Counsel first reported a position in SWN in Q2 2013 and held it in 3 quarters. The position peaked at $6.03M in Q2 2013. 492 funds tracked by Wall St. Rank hold SWN as of Q1 2014.

  • ZWJ Investment Counsel reported no remaining Southwestern Energy Company position as of Q1 2014 after selling out during the quarter.
  • ZWJ Investment Counsel sold 117,681 Southwestern Energy Company shares in Q1 2014, an estimated $4.63M.
  • ZWJ Investment Counsel first reported a position in Southwestern Energy Company in Q2 2013 and held it in 3 quarters.
  • ZWJ Investment Counsel's Southwestern Energy Company position peaked at $6.03M in Q2 2013.
  • 492 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2014.

Based on ZWJ Investment Counsel's 13F filing for Q1 2014, filed 13 May 2014.