MFG
SWX icon

Magnus Financial Group’s Southwest Gas SWX Stock Holding History

Magnus Financial Group’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
Q4 		– Sell
-2,397
Closed -$218K – 622
2019
Q3 		$218K Hold
2,397
– – 0.04% 412
2019
Q2 		$215K Buy
+2,397
New +$204K 0.04% 423

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Magnus Financial Group's SWX Position: Q4 2019 in Review

Magnus Financial Group sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 2,397 shares — an estimated $218K sold.

Magnus Financial Group first reported a position in SWX in Q2 2019 and held it in 2 quarters. The position peaked at $218K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Magnus Financial Group reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Magnus Financial Group sold 2,397 Southwest Gas shares in Q4 2019, an estimated $218K.
  • Magnus Financial Group first reported a position in Southwest Gas in Q2 2019 and held it in 2 quarters.
  • Magnus Financial Group's Southwest Gas position peaked at $218K in Q3 2019.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Magnus Financial Group's 13F filing for Q4 2019, filed 28 Jan 2020.