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Plante Moran Financial Advisors’s Southwest Gas SWX Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-72
Closed -$5K – 962
2018
Q1 		$5K Hold
72
– – ﹤0.01% 732
2017
Q4 		$6K Hold
72
– – ﹤0.01% 687
2017
Q3 		$6K Hold
72
– – ﹤0.01% 634
2017
Q2 		$5K Hold
72
– – ﹤0.01% 669
2017
Q1 		$6K Buy
+72
New +$5.87K ﹤0.01% 681

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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Plante Moran Financial Advisors's SWX Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Southwest Gas (SWX) in Q2 2018, closing a stake of 72 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in SWX in Q1 2017 and held it in 5 quarters. The position peaked at $6K in Q4 2017. 278 funds tracked by Wall St. Rank hold SWX as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Southwest Gas position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 72 Southwest Gas shares in Q2 2018, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Southwest Gas in Q1 2017 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Southwest Gas position peaked at $6K in Q4 2017.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.