IRON Financial’s Southwest Gas SWX Stock Holding History

IRON Financial’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
2015 Q3	–	Sell	-12,275	Closed	-$653K	–	90
2015 Q2	$653K	Buy	+12,275	New	+$674K	0.62%	19

Other funds holding SWX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IRON Financial's SWX Position: Q3 2015 in Review

IRON Financial sold out of Southwest Gas (SWX) in Q3 2015, closing a stake of 12,275 shares — an estimated $653K sold.

IRON Financial first reported a position in SWX in Q2 2015 and held it in 1 quarter. The position peaked at $653K in Q2 2015. 208 funds tracked by Wall St. Rank hold SWX as of Q3 2015.

IRON Financial reported no remaining Southwest Gas position as of Q3 2015 after selling out during the quarter.
IRON Financial sold 12,275 Southwest Gas shares in Q3 2015, an estimated $653K.
IRON Financial first reported a position in Southwest Gas in Q2 2015 and held it in 1 quarter.
IRON Financial's Southwest Gas position peaked at $653K in Q2 2015.
208 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2015.

Based on IRON Financial's 13F filing for Q3 2015, filed 27 Oct 2015.