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1st Global Advisors’s Southwest Gas SWX Stock Holding History

1st Global Advisors’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$802K Buy
10,978
+4,128
+60% +$330K 0.09% 172
2017
Q1 		$568K Buy
6,850
+169
+3% +$13.8K 0.07% 248
2016
Q4 		$512K Buy
6,681
+115
+2% +$8.3K 0.06% 255
2016
Q3 		$459K Buy
+6,566
New +$484K 0.06% 273

Other funds holding SWX

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1st Global Advisors's SWX Position: Q2 2017 in Review

1st Global Advisors increased its Southwest Gas (SWX) stake by 60% in Q2 2017, buying an estimated $330K and bringing the position to 10,978 shares worth $802K. The position accounts for 0.09% of the portfolio, ranked #172.

1st Global Advisors first reported a position in SWX in Q3 2016 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold SWX as of Q2 2017.

  • 1st Global Advisors held 10,978 shares of Southwest Gas worth $802K as of Q2 2017.
  • 1st Global Advisors bought 4,128 Southwest Gas shares in Q2 2017, an estimated $330K.
  • Southwest Gas made up 0.09% of 1st Global Advisors's portfolio in Q2 2017, its #172 holding.
  • 1st Global Advisors first reported a position in Southwest Gas in Q3 2016 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.