MNBTD
SWX icon

Moody National Bank Trust Division’s Southwest Gas SWX Stock Holding History

Moody National Bank Trust Division’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
Q2 		– Sell
-459
Closed -$38K – 902
2019
Q1 		$38K Sell
459
-70
-13% -$5.6K ﹤0.01% 448
2018
Q4 		$40K Buy
529
+70
+15% +$5.62K ﹤0.01% 416
2018
Q3 		$36K Buy
+459
New +$36.3K ﹤0.01% 390

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Moody National Bank Trust Division's SWX Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 459 shares — an estimated $38K sold.

Moody National Bank Trust Division first reported a position in SWX in Q3 2018 and held it in 3 quarters. The position peaked at $40K in Q4 2018. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 459 Southwest Gas shares in Q2 2019, an estimated $38K.
  • Moody National Bank Trust Division first reported a position in Southwest Gas in Q3 2018 and held it in 3 quarters.
  • Moody National Bank Trust Division's Southwest Gas position peaked at $40K in Q4 2018.
  • 289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.