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BlackRock Institutional Trust’s Southwest Gas SWX Stock Holding History

BlackRock Institutional Trust’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
Q4 		$144M Buy
1,877,338
+203,367
+12% +$14.7M 0.02% 723
2016
Q3 		$117M Buy
1,673,971
+126,338
+8% +$9.32M 0.02% 788
2016
Q2 		$122M Buy
1,547,633
+313,860
+25% +$21.7M 0.02% 755
2016
Q1 		$81.2M Buy
1,233,773
+47,840
+4% +$2.88M 0.01% 957
2015
Q4 		$65.4M Sell
1,185,933
-12,165
-1% -$694K 0.01% 1096
2015
Q3 		$69.9M Sell
1,198,098
-132,158
-10% -$7.3M 0.01% 1038
2015
Q2 		$70.8M Sell
1,330,256
-43,402
-3% -$2.38M 0.01% 1107
2015
Q1 		$79.9M Buy
1,373,658
+57,117
+4% +$3.37M 0.01% 1055
2014
Q4 		$81.4M Buy
1,316,541
+139,613
+12% +$7.92M 0.01% 1002
2014
Q3 		$57.2M Sell
1,176,928
-142,934
-11% -$7.3M 0.01% 1167
2014
Q2 		$69.7M Buy
1,319,862
+10,153
+0.8% +$538K 0.01% 1099
2014
Q1 		$70M Buy
1,309,709
+74,747
+6% +$4.01M 0.01% 1078
2013
Q4 		$69M Sell
1,234,962
-155,083
-11% -$8.2M 0.01% 1076
2013
Q3 		$69.5M Sell
1,390,045
-65,574
-5% -$3.18M 0.01% 1002
2013
Q2 		$68.1M Buy
+1,455,619
New +$70.9M 0.01% 962

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock Institutional Trust's SWX Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Southwest Gas (SWX) stake by 12% in Q4 2016, buying an estimated $14.7M and bringing the position to 1,877,338 shares worth $144M. The position accounts for 0.02% of the portfolio, ranked #723.

BlackRock Institutional Trust first reported a position in SWX in Q2 2013 and has held it in 15 quarters since. 243 funds tracked by Wall St. Rank hold SWX as of Q4 2016.

  • BlackRock Institutional Trust held 1,877,338 shares of Southwest Gas worth $144M as of Q4 2016.
  • BlackRock Institutional Trust bought 203,367 Southwest Gas shares in Q4 2016, an estimated $14.7M.
  • Southwest Gas made up 0.02% of BlackRock Institutional Trust's portfolio in Q4 2016, its #723 holding.
  • BlackRock Institutional Trust first reported a position in Southwest Gas in Q2 2013 and has held it in 15 quarters since.
  • 243 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.