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Financial Gravity Asset Management’s Southwest Gas SWX Stock Holding History

Financial Gravity Asset 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
Q4 		$76K Hold
3
– – 0.05% 444
2019
Q3 		$0 Sell
3
-2
-40% -$180 ﹤0.01% 1533
2019
Q2 		$0 Sell
5
-4
-44% -$340 ﹤0.01% 1641
2019
Q1 		$1K Buy
+9
New +$720 ﹤0.01% 1192
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1602
2018
Q2 		$0 Buy
+4
New +$292 ﹤0.01% 1595

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Financial Gravity Asset Management's SWX Position: Q4 2019 in Review

Financial Gravity Asset Management held its Southwest Gas (SWX) position steady in Q4 2019 at 3 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #444.

Financial Gravity Asset Management first reported a position in SWX in Q2 2018 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Financial Gravity Asset Management held 3 shares of Southwest Gas worth $76K as of Q4 2019.
  • Financial Gravity Asset Management left its Southwest Gas share count unchanged in Q4 2019.
  • Southwest Gas made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #444 holding.
  • Financial Gravity Asset Management first reported a position in Southwest Gas in Q2 2018 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.