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FormulaFolio Investments’s Southwest Gas SWX Stock Holding History

FormulaFolio Investments’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
2017
Q4 		– Sell
-5,361
Closed -$416K – 265
2017
Q3 		$416K Buy
5,361
+124
+2% +$9.81K 0.03% 153
2017
Q2 		$383K Buy
+5,237
New +$419K 0.03% 150

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

FormulaFolio Investments's SWX Position: Q4 2017 in Review

FormulaFolio Investments sold out of Southwest Gas (SWX) in Q4 2017, closing a stake of 5,361 shares — an estimated $416K sold.

FormulaFolio Investments first reported a position in SWX in Q2 2017 and held it in 2 quarters. The position peaked at $416K in Q3 2017. 270 funds tracked by Wall St. Rank hold SWX as of Q4 2017.

  • FormulaFolio Investments reported no remaining Southwest Gas position as of Q4 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 5,361 Southwest Gas shares in Q4 2017, an estimated $416K.
  • FormulaFolio Investments first reported a position in Southwest Gas in Q2 2017 and held it in 2 quarters.
  • FormulaFolio Investments's Southwest Gas position peaked at $416K in Q3 2017.
  • 270 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2017.

Based on FormulaFolio Investments's 13F filing for Q4 2017, filed 13 Feb 2018.