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RegentAtlantic Capital’s Southwest Gas SWX Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-167
Closed -$10.3K – 869
2014
Q4 		$10.3K Buy
+167
New +$9.47K ﹤0.01% 903

Other funds holding SWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RegentAtlantic Capital's SWX Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Southwest Gas (SWX) in Q1 2015, closing a stake of 167 shares — an estimated $10.3K sold.

RegentAtlantic Capital first reported a position in SWX in Q4 2014 and held it in 1 quarter. The position peaked at $10.3K in Q4 2014. 190 funds tracked by Wall St. Rank hold SWX as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Southwest Gas position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 167 Southwest Gas shares in Q1 2015, an estimated $10.3K.
  • RegentAtlantic Capital first reported a position in Southwest Gas in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Southwest Gas position peaked at $10.3K in Q4 2014.
  • 190 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.