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BCWM LLC’s Southwest Gas SWX Stock Holding History

BCWM LLC’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
Q1 		– Sell
-50,382
Closed -$3.85M – 75
2018
Q4 		$3.85M Sell
50,382
-2,802
-5% -$225K 1.83% 17
2018
Q3 		$4.13M Buy
53,184
+164
+0.3% +$13K 1.73% 27
2018
Q2 		$4.04M Buy
53,020
+1,329
+3% +$97K 1.77% 24
2018
Q1 		$3.5M Buy
51,691
+6,235
+14% +$443K 1.49% 35
2017
Q4 		$3.66M Buy
45,456
+587
+1% +$47.7K 1.49% 34
2017
Q3 		$3.48M Buy
+44,869
New +$3.55M 1.46% 32

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCWM LLC's SWX Position: Q1 2019 in Review

BCWM LLC sold out of Southwest Gas (SWX) in Q1 2019, closing a stake of 50,382 shares — an estimated $3.85M sold.

BCWM LLC first reported a position in SWX in Q3 2017 and held it in 6 quarters. The position peaked at $4.13M in Q3 2018. 302 funds tracked by Wall St. Rank hold SWX as of Q1 2019.

  • BCWM LLC reported no remaining Southwest Gas position as of Q1 2019 after selling out during the quarter.
  • BCWM LLC sold 50,382 Southwest Gas shares in Q1 2019, an estimated $3.85M.
  • BCWM LLC first reported a position in Southwest Gas in Q3 2017 and held it in 6 quarters.
  • BCWM LLC's Southwest Gas position peaked at $4.13M in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2019.

Based on BCWM LLC's 13F filing for Q1 2019, filed 8 May 2019.