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Advantage Investment Management’s Southwest Gas SWX Stock Holding History

Advantage 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
2018
Q1 		– Sell
-276
Closed -$22K – 1058
2017
Q4 		$22K Buy
276
+23
+9% +$1.87K 0.01% 553
2017
Q3 		$20K Hold
253
– – 0.01% 547
2017
Q2 		$18K Hold
253
– – 0.01% 577
2017
Q1 		$21K Buy
+253
New +$20.6K 0.01% 541

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Advantage Investment Management's SWX Position: Q1 2018 in Review

Advantage Investment Management sold out of Southwest Gas (SWX) in Q1 2018, closing a stake of 276 shares — an estimated $22K sold.

Advantage Investment Management first reported a position in SWX in Q1 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 274 funds tracked by Wall St. Rank hold SWX as of Q1 2018.

  • Advantage Investment Management reported no remaining Southwest Gas position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 276 Southwest Gas shares in Q1 2018, an estimated $22K.
  • Advantage Investment Management first reported a position in Southwest Gas in Q1 2017 and held it in 4 quarters.
  • Advantage Investment Management's Southwest Gas position peaked at $22K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.