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Moloney Securities Asset Management’s Southwest Gas SWX Stock Holding History

Moloney Securities Asset 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
2019
Q4 		– Sell
-4,108
Closed -$374K – 372
2019
Q3 		$374K Buy
+4,108
New +$369K 0.12% 196

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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

Moloney Securities Asset Management's SWX Position: Q4 2019 in Review

Moloney Securities Asset Management sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 4,108 shares — an estimated $374K sold.

Moloney Securities Asset Management first reported a position in SWX in Q3 2019 and held it in 1 quarter. The position peaked at $374K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Moloney Securities Asset Management reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Moloney Securities Asset Management sold 4,108 Southwest Gas shares in Q4 2019, an estimated $374K.
  • Moloney Securities Asset Management first reported a position in Southwest Gas in Q3 2019 and held it in 1 quarter.
  • Moloney Securities Asset Management's Southwest Gas position peaked at $374K in Q3 2019.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Moloney Securities Asset Management's 13F filing for Q4 2019, filed 6 Feb 2020.