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Richard Bernstein Advisors’s Southwest Gas SWX Stock Holding History

Richard Bernstein 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
2020
Q2 		– Sell
-27,363
Closed -$1.9M – 275
2020
Q1 		$1.9M Hold
27,363
– – 0.07% 141
2019
Q4 		$2.08M Hold
27,363
– – 0.07% 173
2019
Q3 		$2.49M Hold
27,363
– – 0.08% 170
2019
Q2 		$2.45M Buy
+27,363
New +$2.32M 0.08% 170

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Richard Bernstein Advisors's SWX Position: Q2 2020 in Review

Richard Bernstein Advisors sold out of Southwest Gas (SWX) in Q2 2020, closing a stake of 27,363 shares — an estimated $1.9M sold.

Richard Bernstein Advisors first reported a position in SWX in Q2 2019 and held it in 4 quarters. The position peaked at $2.49M in Q3 2019. 269 funds tracked by Wall St. Rank hold SWX as of Q2 2020.

  • Richard Bernstein Advisors reported no remaining Southwest Gas position as of Q2 2020 after selling out during the quarter.
  • Richard Bernstein Advisors sold 27,363 Southwest Gas shares in Q2 2020, an estimated $1.9M.
  • Richard Bernstein Advisors first reported a position in Southwest Gas in Q2 2019 and held it in 4 quarters.
  • Richard Bernstein Advisors's Southwest Gas position peaked at $2.49M in Q3 2019.
  • 269 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2020.

Based on Richard Bernstein Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.