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Gary Goldberg Planning Services’s Southwest Gas SWX Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$48K Sell
773
-192
-20% -$10.9K 0.02% 221
2014
Q3 		$47K Buy
+965
New +$49.3K 0.02% 234

Other funds holding SWX

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gary Goldberg Planning Services's SWX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Southwest Gas (SWX) stake by 20% in Q4 2014, selling an estimated $10.9K and leaving 773 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #221.

Gary Goldberg Planning Services first reported a position in SWX in Q3 2014 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold SWX as of Q4 2014.

  • Gary Goldberg Planning Services held 773 shares of Southwest Gas worth $48K as of Q4 2014.
  • Gary Goldberg Planning Services sold 192 Southwest Gas shares in Q4 2014, an estimated $10.9K.
  • Southwest Gas made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #221 holding.
  • Gary Goldberg Planning Services first reported a position in Southwest Gas in Q3 2014 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.