RWA Wealth Partners’s Southwest Gas SWX Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-300	Closed	-$23K	–	638
2018 Q2	$23K	Buy	+300	New	+$21.9K	﹤0.01%	523

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

RWA Wealth Partners's SWX Position: Q3 2018 in Review

RWA Wealth Partners sold out of Southwest Gas (SWX) in Q3 2018, closing a stake of 300 shares — an estimated $23K sold.

RWA Wealth Partners first reported a position in SWX in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 281 funds tracked by Wall St. Rank hold SWX as of Q3 2018.

RWA Wealth Partners reported no remaining Southwest Gas position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 300 Southwest Gas shares in Q3 2018, an estimated $23K.
RWA Wealth Partners first reported a position in Southwest Gas in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Southwest Gas position peaked at $23K in Q2 2018.
281 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.