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Omnia Family Wealth’s Southwest Gas SWX Stock Holding History

Omnia 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
-17
Closed -$1K – 466
2019
Q1 		$1K Hold
17
– – ﹤0.01% 564
2018
Q4 		$1K Hold
17
– – ﹤0.01% 534
2018
Q3 		$1K Hold
17
– – ﹤0.01% 558
2018
Q2 		$1K Hold
17
– – ﹤0.01% 539
2018
Q1 		$1K Hold
17
– – ﹤0.01% 571
2017
Q4 		$1K Hold
17
– – ﹤0.01% 581
2017
Q3 		$1K Hold
17
– – ﹤0.01% 594
2017
Q2 		$1K Hold
17
– – ﹤0.01% 683
2017
Q1 		$1K Hold
17
– – ﹤0.01% 686
2016
Q4 		$1K Buy
+17
New +$1.23K ﹤0.01% 709

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Omnia Family Wealth sold out of Southwest Gas (SWX) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in SWX in Q4 2016 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 289 funds tracked by Wall St. Rank hold SWX as of Q2 2019.

  • Omnia Family Wealth reported no remaining Southwest Gas position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 17 Southwest Gas shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Southwest Gas in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Southwest Gas position peaked at $1K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.