Cornerstone Advisors (Washington)’s Southwest Gas SWX Stock Holding History

Cornerstone Advisors (Washington)’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	$1K	Hold	11	–	–	﹤0.01%	691
2020 Q2	$1K	Sell	11 -14	-56%	-$1.02K	﹤0.01%	684
2020 Q1	$2K	Sell	25 -5	-17%	-$359	﹤0.01%	602
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	610
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	555
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	1060
2019 Q1	$2K	Buy	30 +16	+114%	+$1.28K	﹤0.01%	1051
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	1094
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	1127
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	1098
2018 Q1	$1K	Buy	+14	New	+$995	﹤0.01%	1081
2014 Q3	–	Sell	-14	Closed	-$1K	–	641
2014 Q2	$1K	Hold	14	–	–	﹤0.01%	604
2014 Q1	$1K	Buy	+14	New	+$752	﹤0.01%	536

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SWX Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Southwest Gas (SWX) position steady in Q3 2020 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Cornerstone Advisors (Washington) first reported a position in SWX in Q1 2014 and has held it in 13 quarters since. The position peaked at $3K in Q3 2019. 278 funds tracked by Wall St. Rank hold SWX as of Q3 2020.

Cornerstone Advisors (Washington) held 11 shares of Southwest Gas worth $1K as of Q3 2020.
Cornerstone Advisors (Washington) left its Southwest Gas share count unchanged in Q3 2020.
Southwest Gas made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #691 holding.
Cornerstone Advisors (Washington) first reported a position in Southwest Gas in Q1 2014 and has held it in 13 quarters since.
Cornerstone Advisors (Washington)'s Southwest Gas position peaked at $3K in Q3 2019.
278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.