IMS
SWX icon

Index Management Solutions’s Southwest Gas SWX Stock Holding History

Index Management Solutions’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
Q3 		– Sell
-2,621
Closed -$138K – 1129
2014
Q2 		$138K Buy
2,621
+1,809
+223% +$95.9K 0.02% 726
2014
Q1 		$43K Buy
+812
New +$43.6K 0.01% 910

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Index Management Solutions's SWX Position: Q3 2014 in Review

Index Management Solutions sold out of Southwest Gas (SWX) in Q3 2014, closing a stake of 2,621 shares — an estimated $138K sold.

Index Management Solutions first reported a position in SWX in Q1 2014 and held it in 2 quarters. The position peaked at $138K in Q2 2014. 182 funds tracked by Wall St. Rank hold SWX as of Q3 2014.

  • Index Management Solutions reported no remaining Southwest Gas position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 2,621 Southwest Gas shares in Q3 2014, an estimated $138K.
  • Index Management Solutions first reported a position in Southwest Gas in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Southwest Gas position peaked at $138K in Q2 2014.
  • 182 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.