BDO Wealth Advisors’s Southwest Gas SWX Stock Holding History

BDO Wealth 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
2019 Q4	–	Sell	-50	Closed	-$5K	–	638
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	508
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	541
2019 Q1	$4K	Buy	+50	New	+$4K	﹤0.01%	516

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BDO Wealth Advisors's SWX Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 50 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in SWX in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

BDO Wealth Advisors reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 50 Southwest Gas shares in Q4 2019, an estimated $5K.
BDO Wealth Advisors first reported a position in Southwest Gas in Q1 2019 and held it in 3 quarters.
BDO Wealth Advisors's Southwest Gas position peaked at $5K in Q3 2019.
299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.