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Horizon Investment Services’s Southwest Gas SWX Stock Holding History

Horizon Investment 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
2019
Q4 		– Sell
-8,242
Closed -$750K – 107
2019
Q3 		$750K Buy
8,242
+122
+2% +$11K 0.5% 52
2019
Q2 		$728K Buy
8,120
+75
+0.9% +$6.37K 0.49% 48
2019
Q1 		$662K Sell
8,045
-782
-9% -$62.5K 0.45% 52
2018
Q4 		$675K Sell
8,827
-1,427
-14% -$115K 0.53% 43
2018
Q3 		$810K Buy
10,254
+631
+7% +$49.9K 0.42% 47
2018
Q2 		$734K Buy
+9,623
New +$703K 0.36% 60
2014
Q2 		– Sell
-6,435
Closed -$354K – 134
2014
Q1 		$354K Buy
6,435
+627
+11% +$33.7K 0.19% 81
2013
Q4 		$325K Buy
5,808
+515
+10% +$27.2K 0.2% 71
2013
Q3 		$265K Buy
+5,293
New +$257K 0.18% 78

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Horizon Investment Services's SWX Position: Q4 2019 in Review

Horizon Investment Services sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 8,242 shares — an estimated $750K sold.

Horizon Investment Services first reported a position in SWX in Q3 2013 and held it in 9 quarters. The position peaked at $810K in Q3 2018. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Horizon Investment Services reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Horizon Investment Services sold 8,242 Southwest Gas shares in Q4 2019, an estimated $750K.
  • Horizon Investment Services first reported a position in Southwest Gas in Q3 2013 and held it in 9 quarters.
  • Horizon Investment Services's Southwest Gas position peaked at $810K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Horizon Investment Services's 13F filing for Q4 2019, filed 14 Feb 2020.