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Citizens Financial Group’s Southwest Gas SWX Stock Holding History

Citizens Financial Group’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
2020
Q3 		– Sell
-73
Closed -$5K – 850
2020
Q2 		$5K Sell
73
-205
-74% -$14.9K ﹤0.01% 894
2020
Q1 		$19K Buy
278
+135
+94% +$9.7K ﹤0.01% 612
2019
Q4 		$11K Buy
+143
New +$11.6K ﹤0.01% 741

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Citizens Financial Group's SWX Position: Q3 2020 in Review

Citizens Financial Group sold out of Southwest Gas (SWX) in Q3 2020, closing a stake of 73 shares — an estimated $5K sold.

Citizens Financial Group first reported a position in SWX in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q1 2020. 277 funds tracked by Wall St. Rank hold SWX as of Q3 2020.

  • Citizens Financial Group reported no remaining Southwest Gas position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 73 Southwest Gas shares in Q3 2020, an estimated $5K.
  • Citizens Financial Group first reported a position in Southwest Gas in Q4 2019 and held it in 3 quarters.
  • Citizens Financial Group's Southwest Gas position peaked at $19K in Q1 2020.
  • 277 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.