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Financial Gravity Companies’s Southwest Gas SWX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+8
New +$642 ﹤0.01% 1225
2018
Q1 		– Sell
-28
Closed -$2K – 1633
2017
Q4 		$2K Buy
+28
New +$2.27K ﹤0.01% 979

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Financial Gravity Companies's SWX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Southwest Gas (SWX) in Q4 2018: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SWX as recently as Q4 2017.

Financial Gravity Companies first reported a position in SWX in Q4 2017 and has held it in 2 quarters since. The position peaked at $2K in Q4 2017. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Financial Gravity Companies held 8 shares of Southwest Gas worth $1K as of Q4 2018.
  • Southwest Gas was a new Financial Gravity Companies position in Q4 2018.
  • Southwest Gas made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1225 holding.
  • Financial Gravity Companies first reported a position in Southwest Gas in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Southwest Gas position peaked at $2K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.