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McAdam LLC’s Southwest Gas SWX Stock Holding History

McAdam LLC’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
Q2 		– Sell
-34
Closed -$2K – 799
2018
Q1 		$2K Buy
+34
New +$2.42K ﹤0.01% 564

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

McAdam LLC's SWX Position: Q2 2018 in Review

McAdam LLC sold out of Southwest Gas (SWX) in Q2 2018, closing a stake of 34 shares — an estimated $2K sold.

McAdam LLC first reported a position in SWX in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 278 funds tracked by Wall St. Rank hold SWX as of Q2 2018.

  • McAdam LLC reported no remaining Southwest Gas position as of Q2 2018 after selling out during the quarter.
  • McAdam LLC sold 34 Southwest Gas shares in Q2 2018, an estimated $2K.
  • McAdam LLC first reported a position in Southwest Gas in Q1 2018 and held it in 1 quarter.
  • McAdam LLC's Southwest Gas position peaked at $2K in Q1 2018.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.