SCM
SWX icon

Scopia Capital Management’s Southwest Gas SWX Stock Holding History

Scopia Capital Management’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
Q2 		– Sell
-997,996
Closed -$82.7M – 39
2017
Q1 		$82.7M Sell
997,996
-274,672
-22% -$22.4M 1.53% 23
2016
Q4 		$97.5M Buy
+1,272,668
New +$91.9M 1.85% 18

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scopia Capital Management's SWX Position: Q2 2017 in Review

Scopia Capital Management sold out of Southwest Gas (SWX) in Q2 2017, closing a stake of 997,996 shares — an estimated $82.7M sold.

Scopia Capital Management first reported a position in SWX in Q4 2016 and held it in 2 quarters. The position peaked at $97.5M in Q4 2016. 261 funds tracked by Wall St. Rank hold SWX as of Q2 2017.

  • Scopia Capital Management reported no remaining Southwest Gas position as of Q2 2017 after selling out during the quarter.
  • Scopia Capital Management sold 997,996 Southwest Gas shares in Q2 2017, an estimated $82.7M.
  • Scopia Capital Management first reported a position in Southwest Gas in Q4 2016 and held it in 2 quarters.
  • Scopia Capital Management's Southwest Gas position peaked at $97.5M in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2017.

Based on Scopia Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.