Mosaic Family Wealth’s Southwest Gas SWX Stock Holding History

Mosaic Family Wealth’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	-400	Closed	-$33K	–	551
2019 Q1	$33K	Hold	400	–	–	0.01%	366
2018 Q4	$31K	Hold	400	–	–	0.01%	365
2018 Q3	$34K	Hold	400	–	–	0.01%	361
2018 Q2	$31K	Hold	400	–	–	0.01%	378
2018 Q1	$27K	Hold	400	–	–	0.01%	392
2017 Q4	$32K	Hold	400	–	–	0.01%	386
2017 Q3	$31K	Hold	400	–	–	0.01%	408
2017 Q2	$29K	Hold	400	–	–	0.01%	397
2017 Q1	$33K	Hold	400	–	–	0.01%	380
2016 Q4	$31K	Hold	400	–	–	0.01%	381
2016 Q3	$28K	Hold	400	–	–	0.01%	403
2016 Q2	$32K	Hold	400	–	–	0.02%	384
2016 Q1	$26K	Hold	400	–	–	0.01%	406
2015 Q4	$22K	Buy	+400	New	+$22.8K	0.01%	434

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's SWX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 400 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in SWX in Q4 2015 and held it in 14 quarters. The position peaked at $34K in Q3 2018. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

Mosaic Family Wealth reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 400 Southwest Gas shares in Q2 2019, an estimated $33K.
Mosaic Family Wealth first reported a position in Southwest Gas in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Southwest Gas position peaked at $34K in Q3 2018.
289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.