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McKinley Capital Management’s Southwest Gas SWX Stock Holding History

McKinley Capital Management’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
2016
Q4 		– Sell
-350
Closed -$24K – 569
2016
Q3 		$24K Buy
+350
New +$25.8K ﹤0.01% 472

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

McKinley Capital Management's SWX Position: Q4 2016 in Review

McKinley Capital Management sold out of Southwest Gas (SWX) in Q4 2016, closing a stake of 350 shares — an estimated $24K sold.

McKinley Capital Management first reported a position in SWX in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 243 funds tracked by Wall St. Rank hold SWX as of Q4 2016.

  • McKinley Capital Management reported no remaining Southwest Gas position as of Q4 2016 after selling out during the quarter.
  • McKinley Capital Management sold 350 Southwest Gas shares in Q4 2016, an estimated $24K.
  • McKinley Capital Management first reported a position in Southwest Gas in Q3 2016 and held it in 1 quarter.
  • McKinley Capital Management's Southwest Gas position peaked at $24K in Q3 2016.
  • 243 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2016.

Based on McKinley Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.