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Monument Capital Management’s Southwest Gas SWX Stock Holding History

Monument 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
2018
Q4 		– Sell
-14
Closed -$1K – 282
2018
Q3 		$1K Buy
+14
New +$1.11K ﹤0.01% 297

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monument Capital Management's SWX Position: Q4 2018 in Review

Monument Capital Management sold out of Southwest Gas (SWX) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Monument Capital Management first reported a position in SWX in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

  • Monument Capital Management reported no remaining Southwest Gas position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 14 Southwest Gas shares in Q4 2018, an estimated $1K.
  • Monument Capital Management first reported a position in Southwest Gas in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Southwest Gas position peaked at $1K in Q3 2018.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.