Loomis, Sayles & Company
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Loomis, Sayles & Company’s Southwest Gas SWX Stock Holding History

Loomis, Sayles & Company’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
-135
Closed -$11K – 931
2018
Q3 		$11K Buy
135
+29
+27% +$2.29K ﹤0.01% 797
2018
Q2 		$8K Hold
106
– – ﹤0.01% 835
2018
Q1 		$7K Hold
106
– – ﹤0.01% 844
2017
Q4 		$9K Sell
106
-358
-77% -$29.1K ﹤0.01% 786
2017
Q3 		$36K Buy
464
+2
+0.4% +$158 ﹤0.01% 651
2017
Q2 		$34K Buy
462
+56
+14% +$4.48K ﹤0.01% 658
2017
Q1 		$34K Sell
406
-31
-7% -$2.53K ﹤0.01% 675
2016
Q4 		$33K Buy
437
+351
+408% +$25.3K ﹤0.01% 701
2016
Q3 		$6K Hold
86
– – ﹤0.01% 855
2016
Q2 		$7K Sell
86
-195
-69% -$13.5K ﹤0.01% 804
2016
Q1 		$19K Buy
281
+16
+6% +$964 ﹤0.01% 735
2015
Q4 		$15K Sell
265
-269
-50% -$15.3K ﹤0.01% 818
2015
Q3 		$31K Sell
534
-101
-16% -$5.58K ﹤0.01% 805
2015
Q2 		$34K Buy
+635
New +$34.9K ﹤0.01% 730

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

Loomis, Sayles & Company's SWX Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of Southwest Gas (SWX) in Q4 2018, closing a stake of 135 shares — an estimated $11K sold.

Loomis, Sayles & Company first reported a position in SWX in Q2 2015 and held it in 14 quarters. The position peaked at $36K in Q3 2017. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining Southwest Gas position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 135 Southwest Gas shares in Q4 2018, an estimated $11K.
  • Loomis, Sayles & Company first reported a position in Southwest Gas in Q2 2015 and held it in 14 quarters.
  • Loomis, Sayles & Company's Southwest Gas position peaked at $36K in Q3 2017.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.