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Baldwin Wealth Partners’s Southwest Gas SWX Stock Holding History

Baldwin Wealth 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
2016
Q2 		– Sell
-159
Closed -$10K – 488
2016
Q1 		$10K Buy
+159
New +$9.58K ﹤0.01% 417

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BIT
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PIM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's SWX Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of Southwest Gas (SWX) in Q2 2016, closing a stake of 159 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in SWX in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 242 funds tracked by Wall St. Rank hold SWX as of Q2 2016.

  • Baldwin Wealth Partners reported no remaining Southwest Gas position as of Q2 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 159 Southwest Gas shares in Q2 2016, an estimated $10K.
  • Baldwin Wealth Partners first reported a position in Southwest Gas in Q1 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's Southwest Gas position peaked at $10K in Q1 2016.
  • 242 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.