JIR
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James Investment Research’s Southwest Gas SWX Stock Holding History

James Investment Research’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
Q1 		– Sell
-13,290
Closed -$1.02M – 902
2018
Q4 		$1.02M Sell
13,290
-13,380
-50% -$1.07M 0.06% 354
2018
Q3 		$2.11M Buy
+26,670
New +$2.11M 0.09% 339
2014
Q3 		– Sell
-6,772
Closed -$357K – 539
2014
Q2 		$357K Buy
6,772
+705
+12% +$37.4K 0.01% 292
2014
Q1 		$324K Hold
6,067
– – 0.01% 297
2013
Q4 		$339K Sell
6,067
-1,063
-15% -$56.2K 0.01% 287
2013
Q3 		$357K Hold
7,130
– – 0.01% 273
2013
Q2 		$334K Buy
+7,130
New +$347K 0.01% 267

Other funds holding SWX

BlackRock
BlackRock New York $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return