Advisors Asset Management’s Southwest Gas SWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,568
Closed -$120K 1856
2018
Q4
$120K Sell
1,568
-1,245
-44% -$99.9K ﹤0.01% 1317
2018
Q3
$222K Sell
2,813
-1,863
-40% -$147K ﹤0.01% 1225
2018
Q2
$357K Sell
4,676
-5,210
-53% -$380K 0.01% 1129
2018
Q1
$651K Sell
9,886
-416
-4% -$29.6K 0.01% 995
2017
Q4
$829K Buy
10,302
+73
+0.7% +$5.93K 0.01% 921
2017
Q3
$794K Buy
10,229
+711
+7% +$56.3K 0.01% 934
2017
Q2
$695K Sell
9,518
-146
-2% -$11.7K 0.01% 994
2017
Q1
$801K Sell
9,664
-2,809
-23% -$229K 0.01% 940
2016
Q4
$956K Buy
12,473
+327
+3% +$23.6K 0.02% 892
2016
Q3
$849K Sell
12,146
-496
-4% -$36.6K 0.01% 920
2016
Q2
$995K Buy
12,642
+1,569
+14% +$108K 0.02% 879
2016
Q1
$729K Buy
11,073
+3,584
+48% +$216K 0.01% 964
2015
Q4
$413K Sell
7,489
-772
-9% -$44K 0.01% 1205
2015
Q3
$482K Buy
8,261
+794
+11% +$43.9K 0.01% 1091
2015
Q2
$397K Buy
7,467
+557
+8% +$30.6K 0.01% 1195
2015
Q1
$402K Buy
6,910
+2,856
+70% +$169K 0.01% 1161
2014
Q4
$251K Buy
4,054
+3,749
+1,229% +$213K ﹤0.01% 1261
2014
Q3
$15K Buy
+305
New +$15.6K ﹤0.01% 1746

Other funds holding SWX