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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 – 901
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 – 538
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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

James Investment Research's SWX Position: Q1 2019 in Review

James Investment Research sold out of Southwest Gas (SWX) in Q1 2019, closing a stake of 13,290 shares — an estimated $1.02M sold.

James Investment Research first reported a position in SWX in Q2 2013 and held it in 7 quarters. The position peaked at $2.11M in Q3 2018. 302 funds tracked by Wall St. Rank hold SWX as of Q1 2019.

  • James Investment Research reported no remaining Southwest Gas position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 13,290 Southwest Gas shares in Q1 2019, an estimated $1.02M.
  • James Investment Research first reported a position in Southwest Gas in Q2 2013 and held it in 7 quarters.
  • James Investment Research's Southwest Gas position peaked at $2.11M in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.