Personal Wealth Partners’s Southwest Gas SWX Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-3	Closed	–	–	535
2019 Q4	$0	Hold	3	–	–	﹤0.01%	665
2019 Q3	$0	Buy	+3	New	+$270	﹤0.01%	675

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Personal Wealth Partners's SWX Position: Q1 2020 in Review

Personal Wealth Partners sold out of Southwest Gas (SWX) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in SWX in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 264 funds tracked by Wall St. Rank hold SWX as of Q1 2020.

Personal Wealth Partners reported no remaining Southwest Gas position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Southwest Gas shares in Q1 2020.
Personal Wealth Partners first reported a position in Southwest Gas in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Southwest Gas position peaked at $0 in Q4 2019.
264 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.