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Freedom Investment Management’s Southwest Gas SWX Stock Holding History

Freedom Investment 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
2018
Q2 		– Sell
-2,964
Closed -$200K – 1124
2018
Q1 		$200K Sell
2,964
-131
-4% -$9.31K 0.01% 1042
2017
Q4 		$249K Sell
3,095
-50
-2% -$4.06K 0.01% 956
2017
Q3 		$244K Buy
3,145
+250
+9% +$19.8K 0.01% 941
2017
Q2 		$211K Sell
2,895
-10
-0.3% -$800 0.01% 962
2017
Q1 		$241K Buy
2,905
+233
+9% +$19K 0.01% 878
2016
Q4 		$205K Sell
2,672
-3,107
-54% -$224K 0.01% 902
2016
Q3 		$404K Buy
5,779
+926
+19% +$68.3K 0.03% 512
2016
Q2 		$382K Buy
4,853
+1,555
+47% +$107K 0.03% 505
2016
Q1 		$217K Buy
+3,298
New +$199K 0.02% 709

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Freedom Investment Management's SWX Position: Q2 2018 in Review

Freedom Investment Management sold out of Southwest Gas (SWX) in Q2 2018, closing a stake of 2,964 shares — an estimated $200K sold.

Freedom Investment Management first reported a position in SWX in Q1 2016 and held it in 9 quarters. The position peaked at $404K in Q3 2016. 278 funds tracked by Wall St. Rank hold SWX as of Q2 2018.

  • Freedom Investment Management reported no remaining Southwest Gas position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 2,964 Southwest Gas shares in Q2 2018, an estimated $200K.
  • Freedom Investment Management first reported a position in Southwest Gas in Q1 2016 and held it in 9 quarters.
  • Freedom Investment Management's Southwest Gas position peaked at $404K in Q3 2016.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.