Piermont Capital Management’s Southwest Gas SWX Stock Holding History

Piermont 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
2018 Q4	$2.79M	Buy	36,540 +1,670	+5%	+$134K	1.33%	10
2018 Q3	$2.76M	Sell	34,870 -2,850	-8%	-$225K	1.11%	27
2018 Q2	$2.88M	Buy	37,720 +7,770	+26%	+$567K	0.88%	29
2018 Q1	$2.03M	Buy	29,950 +650	+2%	+$46.2K	0.68%	55
2017 Q4	$2.36M	Buy	+29,300	New	+$2.38M	0.77%	44
2016 Q4	–	Sell	-58,085	Closed	-$4.06M	–	276
2016 Q3	$4.06M	Sell	58,085 -730	-1%	-$53.8K	0.96%	9
2016 Q2	$4.63M	Hold	58,815	–	–	1.2%	1
2016 Q1	$3.87M	Sell	58,815 -1,420	-2%	-$85.5K	1.24%	1
2015 Q4	$3.32M	Buy	60,235 +9,370	+18%	+$535K	1.06%	9
2015 Q3	$2.97M	Buy	+50,865	New	+$2.81M	0.97%	25
2014 Q3	–	Sell	-48,784	Closed	-$2.58M	–	201
2014 Q2	$2.58M	Buy	48,784 +7,894	+19%	+$419K	1.01%	48
2014 Q1	$2.19M	Buy	40,890 +1,530	+4%	+$82.1K	1.05%	22
2013 Q4	$2.2M	Buy	+39,360	New	+$2.08M	1.1%	20

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Piermont Capital Management's SWX Position: Q4 2018 in Review

Piermont Capital Management increased its Southwest Gas (SWX) stake by 4.8% in Q4 2018, buying an estimated $134K and bringing the position to 36,540 shares worth $2.79M. The position accounts for 1.33% of the portfolio, ranked #10.

Piermont Capital Management first reported a position in SWX in Q4 2013 and has held it in 13 quarters since. The position peaked at $4.63M in Q2 2016. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2018.

Piermont Capital Management held 36,540 shares of Southwest Gas worth $2.79M as of Q4 2018.
Piermont Capital Management bought 1,670 Southwest Gas shares in Q4 2018, an estimated $134K.
Southwest Gas made up 1.33% of Piermont Capital Management's portfolio in Q4 2018, its #10 holding.
Piermont Capital Management first reported a position in Southwest Gas in Q4 2013 and has held it in 13 quarters since.
Piermont Capital Management's Southwest Gas position peaked at $4.63M in Q2 2016.
280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.