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AAM
Advisors Asset Management’s
Southwest Gas
SWX
Stock Holding History
Advisors Asset Management’s Portfolio
SWX Stock Details
SWX Fund Activity
Bought
Maintained
Sold
Shares
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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