FIM
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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

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Macquarie Group
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return