Ken Fisher’s Southwest Gas SWX Stock Holding History

Ken Fisher’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
2013 Q4	–	Sell	-11,265	Closed	-$563K	–	539
2013 Q3	$563K	Sell	11,265 -1,183	-10%	-$57.4K	﹤0.01%	390
2013 Q2	$582K	Buy	+12,448	New	+$606K	﹤0.01%	381

Other funds holding SWX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Ken Fisher's SWX Position: Q4 2013 in Review

Ken Fisher sold out of Southwest Gas (SWX) in Q4 2013, closing a stake of 11,265 shares — an estimated $563K sold.

Ken Fisher first reported a position in SWX in Q2 2013 and held it in 2 quarters. The position peaked at $582K in Q2 2013. 167 funds tracked by Wall St. Rank hold SWX as of Q4 2013.

Ken Fisher reported no remaining Southwest Gas position as of Q4 2013 after selling out during the quarter.
Ken Fisher sold 11,265 Southwest Gas shares in Q4 2013, an estimated $563K.
Ken Fisher first reported a position in Southwest Gas in Q2 2013 and held it in 2 quarters.
Ken Fisher's Southwest Gas position peaked at $582K in Q2 2013.
167 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2013.

Based on Fisher Asset Management's 13F filing for Q4 2013, filed 14 Jan 2014.