Forward Management’s Southwest Gas SWX Stock Holding History

Forward 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
2013 Q3	–	Sell	-10,000	Closed	-$468K	–	375
2013 Q2	$468K	Buy	+10,000	New	+$487K	0.04%	221

Other funds holding SWX

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forward Management's SWX Position: Q3 2013 in Review

Forward Management sold out of Southwest Gas (SWX) in Q3 2013, closing a stake of 10,000 shares — an estimated $468K sold.

Forward Management first reported a position in SWX in Q2 2013 and held it in 1 quarter. The position peaked at $468K in Q2 2013. 173 funds tracked by Wall St. Rank hold SWX as of Q3 2013.

Forward Management reported no remaining Southwest Gas position as of Q3 2013 after selling out during the quarter.
Forward Management sold 10,000 Southwest Gas shares in Q3 2013, an estimated $468K.
Forward Management first reported a position in Southwest Gas in Q2 2013 and held it in 1 quarter.
Forward Management's Southwest Gas position peaked at $468K in Q2 2013.
173 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2013.

Based on Forward Management's 13F filing for Q3 2013, filed 6 Nov 2013.