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JOYN Advisors’s Southwest Gas SWX Stock Holding History

JOYN Advisors’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
-189
Closed -$14K – 1240
2018
Q4 		$14K Buy
189
+38
+25% +$3.05K ﹤0.01% 826
2018
Q3 		$12K Sell
151
-3
-2% -$237 ﹤0.01% 891
2018
Q2 		$12K Buy
154
+122
+381% +$8.91K ﹤0.01% 846
2018
Q1 		$2K Buy
+32
New +$2.27K ﹤0.01% 1100

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
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

JOYN Advisors's SWX Position: Q1 2019 in Review

JOYN Advisors sold out of Southwest Gas (SWX) in Q1 2019, closing a stake of 189 shares — an estimated $14K sold.

JOYN Advisors first reported a position in SWX in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2018. 302 funds tracked by Wall St. Rank hold SWX as of Q1 2019.

  • JOYN Advisors reported no remaining Southwest Gas position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 189 Southwest Gas shares in Q1 2019, an estimated $14K.
  • JOYN Advisors first reported a position in Southwest Gas in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Southwest Gas position peaked at $14K in Q4 2018.
  • 302 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.