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Gupta Wealth Management’s Southwest Gas SWX Stock Holding History

Gupta Wealth 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
2016
Q1 		$7K Hold
100
– – ﹤0.01% 925
2015
Q4 		$6K Hold
100
– – ﹤0.01% 997
2015
Q3 		$6K Hold
100
– – ﹤0.01% 1027
2015
Q2 		$5K Hold
100
– – ﹤0.01% 1026
2015
Q1 		$6K Buy
+100
New +$5.91K ﹤0.01% 867

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's SWX Position: Q1 2016 in Review

Gupta Wealth Management held its Southwest Gas (SWX) position steady in Q1 2016 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Gupta Wealth Management first reported a position in SWX in Q1 2015 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold SWX as of Q1 2016.

  • Gupta Wealth Management held 100 shares of Southwest Gas worth $7K as of Q1 2016.
  • Gupta Wealth Management left its Southwest Gas share count unchanged in Q1 2016.
  • Southwest Gas made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #925 holding.
  • Gupta Wealth Management first reported a position in Southwest Gas in Q1 2015 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.