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Avantax Planning Partners’s Southwest Gas SWX Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-446
Closed -$35K – 1082
2018
Q3 		$35K Buy
+446
New +$35.2K ﹤0.01% 566
2018
Q2 		– Sell
-446
Closed -$30K – 1322
2018
Q1 		$30K Buy
+446
New +$31.7K ﹤0.01% 651

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's SWX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Southwest Gas (SWX) in Q4 2018, closing a stake of 446 shares — an estimated $35K sold.

Avantax Planning Partners first reported a position in SWX in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Southwest Gas position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 446 Southwest Gas shares in Q4 2018, an estimated $35K.
  • Avantax Planning Partners first reported a position in Southwest Gas in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Southwest Gas position peaked at $35K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.