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Bruderman Asset Management’s Southwest Gas SWX Stock Holding History

Bruderman Asset Management’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
2015
Q4 		– Sell
-785
Closed -$46K – 430
2015
Q3 		$46K Buy
785
+4
+0.5% +$221 0.02% 216
2015
Q2 		$42K Buy
781
+4
+0.5% +$220 0.02% 239
2015
Q1 		$45K Buy
+777
New +$45.9K 0.02% 223

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bruderman Asset Management's SWX Position: Q4 2015 in Review

Bruderman Asset Management sold out of Southwest Gas (SWX) in Q4 2015, closing a stake of 785 shares — an estimated $46K sold.

Bruderman Asset Management first reported a position in SWX in Q1 2015 and held it in 3 quarters. The position peaked at $46K in Q3 2015. 206 funds tracked by Wall St. Rank hold SWX as of Q4 2015.

  • Bruderman Asset Management reported no remaining Southwest Gas position as of Q4 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 785 Southwest Gas shares in Q4 2015, an estimated $46K.
  • Bruderman Asset Management first reported a position in Southwest Gas in Q1 2015 and held it in 3 quarters.
  • Bruderman Asset Management's Southwest Gas position peaked at $46K in Q3 2015.
  • 206 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2015.

Based on Bruderman Asset Management's 13F filing for Q4 2015, filed 8 Feb 2016.