Apriem Advisors’s Southwest Gas SWX Stock Holding History

Apriem 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
2018 Q3	–	Sell	-1,337	Closed	-$102K	–	350
2018 Q2	$102K	Buy	+1,337	New	+$97.6K	0.02%	172
2017 Q2	–	Sell	-1,337	Closed	-$111K	–	490
2017 Q1	$111K	Hold	1,337	–	–	0.03%	166
2016 Q4	$102K	Hold	1,337	–	–	0.03%	163
2016 Q3	$93K	Hold	1,337	–	–	0.03%	173
2016 Q2	$105K	Hold	1,337	–	–	0.03%	159
2016 Q1	$88K	Hold	1,337	–	–	0.03%	147
2015 Q4	$74K	Hold	1,337	–	–	0.03%	164
2015 Q3	$78K	Hold	1,337	–	–	0.03%	157
2015 Q2	$71K	Hold	1,337	–	–	0.02%	175
2015 Q1	$78K	Hold	1,337	–	–	0.03%	163
2014 Q4	$83K	Hold	1,337	–	–	0.03%	149
2014 Q3	$65K	Hold	1,337	–	–	0.02%	177
2014 Q2	$71K	Hold	1,337	–	–	0.03%	170
2014 Q1	$71K	Hold	1,337	–	–	0.03%	184
2013 Q4	$75K	Hold	1,337	–	–	0.03%	174
2013 Q3	$67K	Hold	1,337	–	–	0.03%	175
2013 Q2	$63K	Buy	+1,337	New	+$65.1K	0.03%	174

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Apriem Advisors's SWX Position: Q3 2018 in Review

Apriem Advisors sold out of Southwest Gas (SWX) in Q3 2018, closing a stake of 1,337 shares — an estimated $102K sold.

Apriem Advisors first reported a position in SWX in Q2 2013 and held it in 17 quarters. The position peaked at $111K in Q1 2017. 281 funds tracked by Wall St. Rank hold SWX as of Q3 2018.

Apriem Advisors reported no remaining Southwest Gas position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,337 Southwest Gas shares in Q3 2018, an estimated $102K.
Apriem Advisors first reported a position in Southwest Gas in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Southwest Gas position peaked at $111K in Q1 2017.
281 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.