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Ironwood Financial’s Southwest Gas SWX Stock Holding History

Ironwood 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
2020
Q1 		– Sell
-100
Closed -$8K – 402
2019
Q4 		$8K Hold
100
– – ﹤0.01% 283
2019
Q3 		$9K Hold
100
– – ﹤0.01% 267
2019
Q2 		$9K Hold
100
– – ﹤0.01% 272
2019
Q1 		$8K Hold
100
– – ﹤0.01% 278
2018
Q4 		$8K Hold
100
– – ﹤0.01% 265
2018
Q3 		$8K Buy
+100
New +$7.9K ﹤0.01% 274

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ironwood Financial's SWX Position: Q1 2020 in Review

Ironwood Financial sold out of Southwest Gas (SWX) in Q1 2020, closing a stake of 100 shares — an estimated $8K sold.

Ironwood Financial first reported a position in SWX in Q3 2018 and held it in 6 quarters. The position peaked at $9K in Q3 2019. 264 funds tracked by Wall St. Rank hold SWX as of Q1 2020.

  • Ironwood Financial reported no remaining Southwest Gas position as of Q1 2020 after selling out during the quarter.
  • Ironwood Financial sold 100 Southwest Gas shares in Q1 2020, an estimated $8K.
  • Ironwood Financial first reported a position in Southwest Gas in Q3 2018 and held it in 6 quarters.
  • Ironwood Financial's Southwest Gas position peaked at $9K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.