KJWM
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Kiley Juergens Wealth Management’s Southwest Gas SWX Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-125
Closed -$9K – 566
2018
Q3 		$9K Hold
125
– – 0.01% 480
2018
Q2 		$9K Buy
+125
New +$9.13K 0.01% 439
2018
Q1 		– Sell
-125
Closed -$10K – 531
2017
Q4 		$10K Buy
+125
New +$10.1K 0.01% 461

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

Kiley Juergens Wealth Management's SWX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Southwest Gas (SWX) in Q4 2018, closing a stake of 125 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in SWX in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Southwest Gas position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 125 Southwest Gas shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in Southwest Gas in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Southwest Gas position peaked at $10K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.