RWA
SWX icon

River Wealth Advisors’s Southwest Gas SWX Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-100
Closed -$8K – 450
2018
Q4 		$8K Hold
100
– – ﹤0.01% 437
2018
Q3 		$8K Hold
100
– – ﹤0.01% 473
2018
Q2 		$8K Buy
+100
New +$7.3K ﹤0.01% 465

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

River Wealth Advisors's SWX Position: Q1 2019 in Review

River Wealth Advisors sold out of Southwest Gas (SWX) in Q1 2019, closing a stake of 100 shares — an estimated $8K sold.

River Wealth Advisors first reported a position in SWX in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 302 funds tracked by Wall St. Rank hold SWX as of Q1 2019.

  • River Wealth Advisors reported no remaining Southwest Gas position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 100 Southwest Gas shares in Q1 2019, an estimated $8K.
  • River Wealth Advisors first reported a position in Southwest Gas in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Southwest Gas position peaked at $8K in Q4 2018.
  • 302 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.