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MSI Financial Services’s Southwest Gas SWX Stock Holding History

MSI Financial Services’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
2016
Q4 		$10K Hold
133
– – ﹤0.01% 2811
2016
Q3 		$9K Hold
133
– – ﹤0.01% 2858
2016
Q2 		$10K Hold
133
– – ﹤0.01% 2785
2016
Q1 		$9K Hold
133
– – ﹤0.01% 2844
2015
Q4 		$7K Buy
+133
New +$7.59K ﹤0.01% 2926
2015
Q3 		– Sell
-100
Closed -$5K – 3356
2015
Q2 		$5K Sell
100
-5,525
-98% -$303K ﹤0.01% 2460
2015
Q1 		$327K Buy
+5,625
New +$332K 0.02% 569
2013
Q4 		– Sell
-276
Closed -$14K – 2589
2013
Q3 		$14K Buy
+276
New +$13.4K ﹤0.01% 1334

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

MSI Financial Services's SWX Position: Q4 2016 in Review

MSI Financial Services held its Southwest Gas (SWX) position steady in Q4 2016 at 133 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

MSI Financial Services first reported a position in SWX in Q3 2013 and has held it in 8 quarters since. The position peaked at $327K in Q1 2015. 244 funds tracked by Wall St. Rank hold SWX as of Q4 2016.

  • MSI Financial Services held 133 shares of Southwest Gas worth $10K as of Q4 2016.
  • MSI Financial Services left its Southwest Gas share count unchanged in Q4 2016.
  • Southwest Gas made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2811 holding.
  • MSI Financial Services first reported a position in Southwest Gas in Q3 2013 and has held it in 8 quarters since.
  • MSI Financial Services's Southwest Gas position peaked at $327K in Q1 2015.
  • 244 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.