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PMFA
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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Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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