Calton & Associates’s Southwest Gas SWX Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1	Closed	–	–	1163
2017 Q4	$0	Buy	+1	New	+$81	﹤0.01%	1513

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Calton & Associates's SWX Position: Q1 2018 in Review

Calton & Associates sold out of Southwest Gas (SWX) in Q1 2018, closing a stake of 1 share.

Calton & Associates first reported a position in SWX in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 273 funds tracked by Wall St. Rank hold SWX as of Q1 2018.

Calton & Associates reported no remaining Southwest Gas position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1 Southwest Gas share in Q1 2018.
Calton & Associates first reported a position in Southwest Gas in Q4 2017 and held it in 1 quarter.
Calton & Associates's Southwest Gas position peaked at $0 in Q4 2017.
273 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.