Financial Architects (New Jersey)’s Southwest Gas SWX Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-13	Closed	-$1K	–	909
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	828
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	887
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	970
2019 Q2	$1K	Sell	13 -31	-70%	-$2.63K	﹤0.01%	1163
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	1263
2018 Q4	$3K	Hold	44	–	–	﹤0.01%	1205
2018 Q3	$3K	Hold	44	–	–	﹤0.01%	1305
2018 Q2	$3K	Buy	44 +13	+42%	+$949	﹤0.01%	1182
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	1330
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	1418
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	1418
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	1439
2017 Q1	$3K	Hold	31	–	–	﹤0.01%	1398
2016 Q4	$2K	Hold	31	–	–	﹤0.01%	1300
2016 Q3	$2K	Hold	31	–	–	﹤0.01%	1350
2016 Q2	$2K	Buy	+31	New	+$2.14K	﹤0.01%	1337

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Financial Architects (New Jersey)'s SWX Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Southwest Gas (SWX) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in SWX in Q2 2016 and held it in 16 quarters. The position peaked at $4K in Q1 2019. 270 funds tracked by Wall St. Rank hold SWX as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Southwest Gas position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 13 Southwest Gas shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Southwest Gas in Q2 2016 and held it in 16 quarters.
Financial Architects (New Jersey)'s Southwest Gas position peaked at $4K in Q1 2019.
270 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.