Nelson Capital Management’s Southwest Gas SWX Stock Holding History

Nelson 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
2019 Q4	–	Sell	-500	Closed	-$46K	–	262
2019 Q3	$46K	Hold	500	–	–	0.01%	160
2019 Q2	$45K	Hold	500	–	–	0.01%	156
2019 Q1	$41K	Hold	500	–	–	0.01%	147
2018 Q4	$38K	Hold	500	–	–	0.01%	150
2018 Q3	$40K	Hold	500	–	–	0.01%	144
2018 Q2	$38K	Hold	500	–	–	0.01%	136
2018 Q1	$34K	Hold	500	–	–	0.01%	156
2017 Q4	$40K	Buy	+500	New	+$40.6K	0.01%	151
2017 Q3	–	Sell	-500	Closed	-$37K	–	274
2017 Q2	$37K	Hold	500	–	–	0.01%	142
2017 Q1	$41K	Hold	500	–	–	0.01%	136
2016 Q4	$38K	Hold	500	–	–	0.01%	135
2016 Q3	$35K	Hold	500	–	–	0.01%	137
2016 Q2	$39K	Hold	500	–	–	0.01%	125
2016 Q1	$33K	Hold	500	–	–	0.01%	126
2015 Q4	$28K	Hold	500	–	–	0.01%	138
2015 Q3	$29K	Hold	500	–	–	0.01%	137
2015 Q2	$27K	Hold	500	–	–	0.01%	165
2015 Q1	$29K	Hold	500	–	–	0.01%	157
2014 Q4	$31K	Hold	500	–	–	0.01%	148
2014 Q3	$24K	Hold	500	–	–	0.01%	175
2014 Q2	$26K	Hold	500	–	–	0.01%	157
2014 Q1	$27K	Hold	500	–	–	0.01%	145
2013 Q4	$28K	Hold	500	–	–	0.01%	131
2013 Q3	$25K	Hold	500	–	–	0.01%	132
2013 Q2	$23K	Buy	+500	New	+$24.4K	0.01%	136

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Nelson Capital Management's SWX Position: Q4 2019 in Review

Nelson Capital Management sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 500 shares — an estimated $46K sold.

Nelson Capital Management first reported a position in SWX in Q2 2013 and held it in 25 quarters. The position peaked at $46K in Q3 2019. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

Nelson Capital Management reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 500 Southwest Gas shares in Q4 2019, an estimated $46K.
Nelson Capital Management first reported a position in Southwest Gas in Q2 2013 and held it in 25 quarters.
Nelson Capital Management's Southwest Gas position peaked at $46K in Q3 2019.
299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.