Mount Yale Investment Advisors’s Southwest Gas SWX Stock Holding History

Mount Yale Investment Advisors’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
2020 Q4	–	Sell	-3,408	Closed	-$215K	–	420
2020 Q3	$215K	Sell	3,408 -116	-3%	-$7.75K	0.03%	325
2020 Q2	$243K	Sell	3,524 -457	-11%	-$33.2K	0.04%	284
2020 Q1	$277K	Buy	3,981 +722	+22%	+$51.9K	0.06%	241
2019 Q4	$246K	Buy	+3,259	New	+$265K	0.04%	291
2019 Q3	–	Sell	-2,321	Closed	-$206K	–	336
2019 Q2	$206K	Buy	+2,321	New	+$197K	0.04%	290
2018 Q4	–	Sell	-1,427	Closed	-$118K	–	717
2018 Q3	$118K	Sell	1,427 -50	-3%	-$3.95K	0.02%	389
2018 Q2	$113K	Hold	1,477	–	–	0.02%	420
2018 Q1	$100K	Buy	+1,477	New	+$105K	0.02%	452

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mount Yale Investment Advisors's SWX Position: Q4 2020 in Review

Mount Yale Investment Advisors sold out of Southwest Gas (SWX) in Q4 2020, closing a stake of 3,408 shares — an estimated $215K sold.

Mount Yale Investment Advisors first reported a position in SWX in Q1 2018 and held it in 8 quarters. The position peaked at $277K in Q1 2020. 284 funds tracked by Wall St. Rank hold SWX as of Q4 2020.

Mount Yale Investment Advisors reported no remaining Southwest Gas position as of Q4 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,408 Southwest Gas shares in Q4 2020, an estimated $215K.
Mount Yale Investment Advisors first reported a position in Southwest Gas in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Southwest Gas position peaked at $277K in Q1 2020.
284 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.