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LS Investment Advisors’s Southwest Gas SWX Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-2,839
Closed -$196K – 1375
2020
Q2 		$196K Buy
2,839
+157
+6% +$11.4K 0.01% 740
2020
Q1 		$187K Hold
2,682
– – 0.01% 660
2019
Q4 		$204K Sell
2,682
-25
-0.9% -$2.03K 0.01% 801
2019
Q3 		$246K Buy
2,707
+97
+4% +$8.72K 0.01% 696
2019
Q2 		$234K Sell
2,610
-212
-8% -$18K 0.01% 708
2019
Q1 		$232K Sell
2,822
-134
-5% -$10.7K 0.01% 730
2018
Q4 		$226K Buy
2,956
+241
+9% +$19.3K 0.02% 695
2018
Q3 		$215K Sell
2,715
-46
-2% -$3.63K 0.01% 799
2018
Q2 		$211K Buy
2,761
+39
+1% +$2.85K 0.01% 843
2018
Q1 		$184K Sell
2,722
-392
-13% -$27.9K 0.01% 894
2017
Q4 		$251K Sell
3,114
-1,397
-31% -$113K 0.01% 779
2017
Q3 		$350K Buy
4,511
+206
+5% +$16.3K 0.02% 685
2017
Q2 		$315K Buy
4,305
+493
+13% +$39.4K 0.02% 720
2017
Q1 		$316K Buy
3,812
+589
+18% +$48K 0.02% 664
2016
Q4 		$247K Buy
3,223
+192
+6% +$13.9K 0.02% 716
2016
Q3 		$212K Buy
3,031
+198
+7% +$14.6K 0.02% 734
2016
Q2 		$223K Buy
2,833
+1,218
+75% +$84.2K 0.02% 707
2016
Q1 		$106K Buy
1,615
+66
+4% +$3.98K 0.01% 854
2015
Q4 		$85K Buy
1,549
+49
+3% +$2.8K 0.01% 921
2015
Q3 		$87K Hold
1,500
– – 0.01% 906
2015
Q2 		$80K Buy
+1,500
New +$82.4K 0.01% 982

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

LS Investment Advisors's SWX Position: Q3 2020 in Review

LS Investment Advisors sold out of Southwest Gas (SWX) in Q3 2020, closing a stake of 2,839 shares — an estimated $196K sold.

LS Investment Advisors first reported a position in SWX in Q2 2015 and held it in 21 quarters. The position peaked at $350K in Q3 2017. 278 funds tracked by Wall St. Rank hold SWX as of Q3 2020.

  • LS Investment Advisors reported no remaining Southwest Gas position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,839 Southwest Gas shares in Q3 2020, an estimated $196K.
  • LS Investment Advisors first reported a position in Southwest Gas in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Southwest Gas position peaked at $350K in Q3 2017.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.