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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

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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