Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Southwest Gas SWX Stock Holding History

Cambridge Investment Research 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
2016
Q2 		– Sell
-6,683
Closed -$440K – 1672
2016
Q1 		$440K Sell
6,683
-645
-9% -$38.9K 0.01% 966
2015
Q4 		$404K Sell
7,328
-558
-7% -$31.8K 0.01% 970
2015
Q3 		$460K Sell
7,886
-651
-8% -$36K 0.01% 794
2015
Q2 		$454K Sell
8,537
-197
-2% -$10.8K 0.01% 859
2015
Q1 		$508K Sell
8,734
-1,159
-12% -$68.5K 0.01% 795
2014
Q4 		$611K Sell
9,893
-53
-0.5% -$3.01K 0.02% 677
2014
Q3 		$483K Buy
9,946
+2
+0% +$102 0.01% 849
2014
Q2 		$525K Buy
9,944
+10
+0.1% +$530 0.02% 733
2014
Q1 		$531K Buy
9,934
+479
+5% +$25.7K 0.02% 691
2013
Q4 		$529K Buy
9,455
+4
+0% +$212 0.02% 638
2013
Q3 		$473K Sell
9,451
-197
-2% -$9.56K 0.02% 654
2013
Q2 		$451K Buy
+9,648
New +$470K 0.02% 588

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors's SWX Position: Q2 2016 in Review

Cambridge Investment Research Advisors sold out of Southwest Gas (SWX) in Q2 2016, closing a stake of 6,683 shares — an estimated $440K sold.

Cambridge Investment Research Advisors first reported a position in SWX in Q2 2013 and held it in 12 quarters. The position peaked at $611K in Q4 2014. 242 funds tracked by Wall St. Rank hold SWX as of Q2 2016.

  • Cambridge Investment Research Advisors reported no remaining Southwest Gas position as of Q2 2016 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,683 Southwest Gas shares in Q2 2016, an estimated $440K.
  • Cambridge Investment Research Advisors first reported a position in Southwest Gas in Q2 2013 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Southwest Gas position peaked at $611K in Q4 2014.
  • 242 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2016.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2016, filed 4 Aug 2016.