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R&F Capital Advisors’s Southwest Gas SWX Stock Holding History

R&F Capital 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
2017
Q1 		$310K Buy
3,734
+796
+27% +$64.9K 0.08% 394
2016
Q4 		$225K Buy
+2,938
New +$212K 0.08% 386

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

R&F Capital Advisors's SWX Position: Q1 2017 in Review

R&F Capital Advisors increased its Southwest Gas (SWX) stake by 27% in Q1 2017, buying an estimated $64.9K and bringing the position to 3,734 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #394.

R&F Capital Advisors first reported a position in SWX in Q4 2016 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold SWX as of Q1 2017.

  • R&F Capital Advisors held 3,734 shares of Southwest Gas worth $310K as of Q1 2017.
  • R&F Capital Advisors bought 796 Southwest Gas shares in Q1 2017, an estimated $64.9K.
  • Southwest Gas made up 0.08% of R&F Capital Advisors's portfolio in Q1 2017, its #394 holding.
  • R&F Capital Advisors first reported a position in Southwest Gas in Q4 2016 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.