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Globeflex Capital’s Southwest Gas SWX Stock Holding History

Globeflex Capital’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
Q4 		– Sell
-5,924
Closed -$296K – 683
2013
Q3 		$296K Hold
5,924
– – 0.04% 329
2013
Q2 		$277K Buy
+5,924
New +$289K 0.04% 339

Other funds holding SWX

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Globeflex Capital's SWX Position: Q4 2013 in Review

Globeflex Capital sold out of Southwest Gas (SWX) in Q4 2013, closing a stake of 5,924 shares — an estimated $296K sold.

Globeflex Capital first reported a position in SWX in Q2 2013 and held it in 2 quarters. The position peaked at $296K in Q3 2013. 166 funds tracked by Wall St. Rank hold SWX as of Q4 2013.

  • Globeflex Capital reported no remaining Southwest Gas position as of Q4 2013 after selling out during the quarter.
  • Globeflex Capital sold 5,924 Southwest Gas shares in Q4 2013, an estimated $296K.
  • Globeflex Capital first reported a position in Southwest Gas in Q2 2013 and held it in 2 quarters.
  • Globeflex Capital's Southwest Gas position peaked at $296K in Q3 2013.
  • 166 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2013.

Based on Globeflex Capital's 13F filing for Q4 2013, filed 12 Feb 2014.