Fort LP’s Southwest Gas SWX Stock Holding History

Fort LP’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 Q1	–	Sell	-743	Closed	-$56K	–	449
2019 Q4	$56K	Buy	+743	New	+$60.4K	0.01%	393
2019 Q3	–	Sell	-625	Closed	-$56K	–	489
2019 Q2	$56K	Buy	625 +318	+104%	+$27K	0.01%	370
2019 Q1	$25K	Buy	+307	New	+$24.5K	0.01%	400

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Fort LP's SWX Position: Q1 2020 in Review

Fort LP sold out of Southwest Gas (SWX) in Q1 2020, closing a stake of 743 shares — an estimated $56K sold.

Fort LP first reported a position in SWX in Q1 2019 and held it in 3 quarters. The position peaked at $56K in Q4 2019. 264 funds tracked by Wall St. Rank hold SWX as of Q1 2020.

Fort LP reported no remaining Southwest Gas position as of Q1 2020 after selling out during the quarter.
Fort LP sold 743 Southwest Gas shares in Q1 2020, an estimated $56K.
Fort LP first reported a position in Southwest Gas in Q1 2019 and held it in 3 quarters.
Fort LP's Southwest Gas position peaked at $56K in Q4 2019.
264 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.