AIM
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Assured Investment Management’s Southwest Gas SWX Stock Holding History

Assured 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
2019
Q2 		– Sell
-5
Closed – – 744
2019
Q1 		$0 Buy
+5
New +$400 ﹤0.01% 1349
2018
Q4 		– Sell
-297
Closed -$23K – 1308
2018
Q3 		$23K Buy
+297
New +$23.5K ﹤0.01% 1119
2018
Q2 		– Sell
-10,506
Closed -$711K – 1317
2018
Q1 		$711K Buy
+10,506
New +$746K 0.02% 660
2017
Q4 		– Sell
-32,439
Closed -$2.52M – 650
2017
Q3 		$2.52M Buy
32,439
+18,449
+132% +$1.46M 0.05% 296
2017
Q2 		$1.02M Buy
+13,990
New +$1.12M 0.02% 390

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return