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Mark Sheptoff Financial Planning’s Southwest Gas SWX Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q4 		– Sell
-300
Closed -$17K – 424
2015
Q3 		$17K Hold
300
– – 0.01% 222
2015
Q2 		$16K Hold
300
– – 0.01% 241
2015
Q1 		$17K Hold
300
– – 0.01% 233
2014
Q4 		$19K Hold
300
– – 0.02% 221
2014
Q3 		$15K Hold
300
– – 0.01% 249
2014
Q2 		$16K Hold
300
– – 0.01% 242
2014
Q1 		$16K Buy
+300
New +$16.1K 0.01% 249

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's SWX Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Southwest Gas (SWX) in Q4 2015, closing a stake of 300 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in SWX in Q1 2014 and held it in 7 quarters. The position peaked at $19K in Q4 2014. 206 funds tracked by Wall St. Rank hold SWX as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Southwest Gas position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Southwest Gas shares in Q4 2015, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in Southwest Gas in Q1 2014 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Southwest Gas position peaked at $19K in Q4 2014.
  • 206 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.