Legacy Financial Advisors’s Southwest Gas SWX Stock Holding History

Legacy Financial 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 Q2	–	Sell	-81	Closed	-$7K	–	799
2019 Q1	$7K	Buy	+81	New	+$6.48K	﹤0.01%	703

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Advisors's SWX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 81 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in SWX in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

Legacy Financial Advisors reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 81 Southwest Gas shares in Q2 2019, an estimated $7K.
Legacy Financial Advisors first reported a position in Southwest Gas in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Southwest Gas position peaked at $7K in Q1 2019.
289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.