DWM
SWX icon

Destination Wealth Management’s Southwest Gas SWX Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-122
Closed -$11K – 459
2019
Q2 		$11K Hold
122
– – ﹤0.01% 432
2019
Q1 		$10K Buy
+122
New +$9.76K ﹤0.01% 481

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destination Wealth Management's SWX Position: Q3 2019 in Review

Destination Wealth Management sold out of Southwest Gas (SWX) in Q3 2019, closing a stake of 122 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in SWX in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 308 funds tracked by Wall St. Rank hold SWX as of Q3 2019.

  • Destination Wealth Management reported no remaining Southwest Gas position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 122 Southwest Gas shares in Q3 2019, an estimated $11K.
  • Destination Wealth Management first reported a position in Southwest Gas in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Southwest Gas position peaked at $11K in Q2 2019.
  • 308 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.