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Acrospire Investment Management’s Southwest Gas SWX Stock Holding History

Acrospire Investment Management’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
Q1 		– Sell
-600
Closed -$46K – 2478
2016
Q4 		$46K Sell
600
-200
-25% -$14.4K 0.02% 1451
2016
Q3 		$56K Hold
800
– – 0.04% 982
2016
Q2 		$63K Buy
800
+500
+167% +$34.5K 0.05% 871
2016
Q1 		$20K Buy
+300
New +$18.1K 0.01% 1535

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Acrospire Investment Management's SWX Position: Q1 2017 in Review

Acrospire Investment Management sold out of Southwest Gas (SWX) in Q1 2017, closing a stake of 600 shares — an estimated $46K sold.

Acrospire Investment Management first reported a position in SWX in Q1 2016 and held it in 4 quarters. The position peaked at $63K in Q2 2016. 256 funds tracked by Wall St. Rank hold SWX as of Q1 2017.

  • Acrospire Investment Management reported no remaining Southwest Gas position as of Q1 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 600 Southwest Gas shares in Q1 2017, an estimated $46K.
  • Acrospire Investment Management first reported a position in Southwest Gas in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Southwest Gas position peaked at $63K in Q2 2016.
  • 256 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2017.

Based on Acrospire Investment Management's 13F filing for Q1 2017, filed 4 May 2017.