NewSquare Capital’s Southwest Gas SWX Stock Holding History

NewSquare Capital’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	–	Sell	-30	Closed	-$2K	–	438
2016 Q3	$2K	Buy	+30	New	+$2.21K	﹤0.01%	457

Other funds holding SWX

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

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

NewSquare Capital's SWX Position: Q4 2016 in Review

NewSquare Capital sold out of Southwest Gas (SWX) in Q4 2016, closing a stake of 30 shares — an estimated $2K sold.

NewSquare Capital first reported a position in SWX in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 243 funds tracked by Wall St. Rank hold SWX as of Q4 2016.

NewSquare Capital reported no remaining Southwest Gas position as of Q4 2016 after selling out during the quarter.
NewSquare Capital sold 30 Southwest Gas shares in Q4 2016, an estimated $2K.
NewSquare Capital first reported a position in Southwest Gas in Q3 2016 and held it in 1 quarter.
NewSquare Capital's Southwest Gas position peaked at $2K in Q3 2016.
243 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.